Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (18205)	7/26/1999 7:59:00 PM
From: JC Jaros	Read Replies (2) \| Respond to of 64865

And how about SUNW? What happens when they get some competition for their high end servers? Next year, IA64? Ummm, Sun has 64-bit Solaris signed on with Intel for IA64 (Solaris 8 by then), Tony. Even tuned, it will still be a less scalable solution that Solaris on UltraSparc, but will be a natural fit for the IA64 market. The two companies are on the same page there. Besides, maybe it'll help Sun somewhat with the *increasing backlog of getting their boxes out the door to meet demand <g>. It's much easier to get arranged electrons out the door. 'Scalable' isn't just a sales pitch, it's a demand trend in the server space. IA64 should help Intel quite a bit in that space, but as well, Sun will be into a new hardware cycle around the same time. The market doesn't seem to be worried about it anymore, in any case. -JCJ