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Technology Stocks : All About Sun Microsystems

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To: techtonicbull who wrote (31949)5/15/2000 12:46:00 PM
From: Rob Young  Read Replies (2) of 64865
 
techno-bull,

"Rumor shoomer".

Sure Sun sells more but it is their space to lose.
And in most major RFPs today (i.e. 2, 3 , 5+ million)
companies generally look at vendors , decide on a vendor
and associated hardware. If vendor's hardware runs on
multiple hardware platforms (not uncommon as very few
vendors are myopic enough to only offer their app on
a single platform) , vendor may shift recommended hardware
platform (happens all the time) from hardware vendor X
to hardware vendor Y.

With that said, Bill Heil's boast today to Dow Jones
is that Wildfire has twice to performance of UE10000
(for what it is worth, a very vacuous statement but is
interesting as it does that with half the CPUs) and
UE10000 gets a refresh with Sarenspaghetti, however a
totally new machine, i.e. box switchout. You're mistaken
about being backwards compatible I believe. I have read
otherwise. In other words, you won't be popping USIII
into UE10000s, right?

Regarding USIII and Alpha not competing. I believe the
USIII starts at about the performance levels of a 667
MHz 21264 (21264 is over 2 years old) with 1 GHz 21264
by year-end. It is pretty clear that the UltraSparc isn't
a competitive CPU architecture. However, their servers
more than make up for "weak" CPUs. (Weak? You bet.
Wildfire with 32 CPUs will smoke 64 CPUs in a UE10000,
what else could we call them?)

Rob
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