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Technology Stocks : All About Sun Microsystems

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To: treetopflier who wrote (11709)	11/17/1998 1:56:00 PM
From: paul	Read Replies (1) of 64865

i think Sequent is a very hand-crafted machine. I also think that NUMA has some performance issues vs. SMP for scaling applications for VLDB's and that SMP is not hitting a wall like was expected a couple of years ago with a 4 way UE10000 cluster supporting 256 processors. I believe Sun is extending this to a 6 way and more going forward. regarding Sequent i think it is a niche player - Sun's strategy is much broader with a consistent 64 bit OS, Chip architcture, cluster software, etc. you rarely find this level of consistency with its competitors - i.e - IBM not offering a 64 bit AIX for "low end" systems as it does for its high end systems. volume is going to be the big diffentiatior going forward and Sun sells 100x more systems for every one sequent sells which does the same thing (as opposed to say NT which outsells unix but much different functionality). i think like the DB vendors there is going to be a big shakeout with Sun being the best hardware play followed by IBM with HP and Compaq bringing up the rear.

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