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Technology Stocks : All About Sun Microsystems

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To: Charles Tutt who wrote (31813)	5/11/2000 1:02:00 PM
From: Rob Young	Read Replies (1) of 64865

"I think the real story is Intel wants Sun to design HARDWARE around the Itanium, and they haven't." Correct... and designing for "Industry Standard Servers" is a very slippery slope (watch those margins slide off to nothing when Dell comes in that space, etc.) The only ones really interested in that approach are those with CPUs that "suck". SGI is the hero: eet.com "Intel expects today's beta tools will be replaced gradually by "production-quality" tools, starting in the third quarter, Waxman said. The first commercial Itanium systems are expected to go on sale by the end of the year, Intel said. Workstations with two or more Itanium processors, and servers ranging from a standard four-way configuration up to a 512-way server are now in development at Silicon Graphics Inc. " SGI is the Unisys of the late 1990s/early 2000s. They are sliding away and so the only place they have to go is up. Of course getting on that industry standard thrust (no choice really, they haven't the resources to maintain MIPS as an architecture) means they will look a lot like Unisys and Dell and whoever 5 years from now (if they are still around... look what happened to poor old Cray) with little room for innovation (Microsoft innovates, right?) as they pop in the latest and greatest Industry Standard Boards into their Industry Standard Server running their Industry Standard Software. Rob

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