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Technology Stocks : All About Sun Microsystems

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To: alydar who wrote (48554)4/25/2002 10:13:17 AM
From: QwikSand  Read Replies (3) of 64865
 
i think it becoming apparant that sunw's sparc chip design is superior of anything that amd or intc currently is making.

That has been the case up to now, although many Wintel advocates would argue the contrary. The relevant points are:

A) Superior chip design doesn't mean much; it's no more than one little piece of a big puzzle,

B) this Hammer development means that the standardizing and commoditizing of an x86-compatible 64-bit design is now close. Intel was kind enough, via the Itanium fiasco, to provide Sun with a years-long time window in which to maintain or increase, and exploit, their chip superiority. And guess what: they didn't take much advantage of those 3-4 years Intel spotted them. That window is now going to close.

The remaining good news for Sun is that the competition on the high end is in such total disarray. The Xeon and other 32-bit counterfeits were supposed to enable the screwdriver shops to make competitive big servers. But that was just folklore like the Itanium. If it hadn't been, Unisys wouldn't still be a synonym for dog food today.

But a high-volume, low-cost x86-64 design WILL do that. True, big servers are a lot harder to design than workstations. But a compatible, commodity x86-64 chip WILL DEFINITELY take a bunch of wind out of Sun's sails.

--QS
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