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Technology Stocks : All About Sun Microsystems

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To: JC Jaros who wrote (32160)	5/21/2000 9:01:00 PM
From: E_K_S	Read Replies (3) of 64865

Hi JC - It look's as though those Ultra III's will be delayed due to "over performance" issues forcing Sun to redesign the boards to accommodate the faster speeds. From a recent interview of our CEO: "...Sun is preparing for the roll-out of its UltraSparc III-based machines, which will be capable of 8-way clustering with 1,000 processors, McNealy said. Sun partners expect workstations to ship in July. UltraSparc III has taped out and is yielding higher speeds than Sun anticipated -- 900MHz to in one case over 1GHz --forcing Sun to redesign the boards to accommodate the speeds, McNealy said. Sun competitors have trumpeted UltraSparc III's delay, although Zander told Sun partners on Thursday that Sun anticipates being a $15 billion company by the end of its fiscal year on June 30..." ========================================================= It sounds like clock speed timing problems with some of the interface cards. I wonder how big a problem this poses? Is it just a mater of swapping out some board components or does it requires a major "redesign" of some of the timing circuits? Management seemed to down play the problem. EKS

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