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Technology Stocks : All About Sun Microsystems
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To: Steve Lee who wrote (40207)1/8/2001 7:15:55 PM
From: QwikSand  Read Replies (1) of 64865
 
Trouble with Sun fanatics here is that they assume they have some kind of holy superiority with regards to the spec and capabilities of the hardware. It just isn't true.

Even if I agree that I said all the words you put in my mouth, which I didn't, or that I assume all the things you say I assume, which I don't, it still doesn't make any difference. I'm sure the Serverworks chipsets are very nice. I'm sure the ones they'll develop in the future, with or without broadcom, will be very nice. They'll have to be.

You picked out the peripheral (so to speak) points of a gentleman's disagreement between me and twister.

Twister posted a link to the acquisition story. This story, per twister, carries implications of serious problems for Sun's future ability to sell servers. Per me, it does not. All I did was make the uncontroversial statement that bandwidth MUST go up a lot both inside and outside the box for all makes of future servers. The development of chipsets that can support vastly improved bandwidth is a necessary condition to play, but it's certainly not anything like a sufficient condition to win, which is what twister was basically implying. It's a piece of a big puzzle.

This acquisition is just a move (among many) of a type that the IA-64 camp has to make. That it somehow also foreshadows a crushing Wintel ecosystem with its foot on Sun's neck is the part that I indeed "don't get".

Steve, let's stop talking about this. Sure hope SNDK comes back!

--QS
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