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Technology Stocks : All About Sun Microsystems

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To: Babu Arunachalam who wrote (7254)	1/26/1998 3:46:00 PM
From: Chung Yang	Read Replies (3) of 64865

Just want to remind you that Compaq had also bought Tandem which has not resulted in any significant competition for SUN. Tandem has better server clustering technology than Digital. I believe Compaq bought Digital for their customer base and not for their techology. Digital Alpha is a dying platform. With Compaq's comitment to x86, I don't think Compaq would be wise to continue building Alpha boxes. Digital has their own version of UNIX however their hardware lags behind SUN, IBM, and HP in terms of performance and scalability. They most powerful NT based server that Digital has is a 8 way Alpha based system, which may be a good system however, the market is saturated with 8 way systems. Why would anyone want to buy a machine with a architecture that maybe phased out soon? I think this deal simply signifies an indignant end to an once powerful computing company. I am sad to see Digital go since they have made many contribution to the world of computer design. But now they are relegated to become a footnote in future computer engineering textbooks. - Chung >>>> Now that Compaq has bought Digital, I believe SUN will have to put up with a stronger competition on the server side. I think Compaq is going to benefit a lot from Digital's experience in Unix and high end systems to put together their scalable NT system. Given that DEC had committed to having stronger ties with NT, I wonder if they were developing scalable Alpha servers running NT. Even though NT is not supposed to be close to the performance of Solaris on multi- processor machines anytime within the next two years, I wonder how SUN is going to fight this encroachment in the server space. I think for SUN to succeed (meaning sustaining the high growth rate) their network computing strategy has to succeed very soon? <<<

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