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To: Eylon who wrote (86530)	8/3/1999 9:56:00 AM
From: TigerPaw	Read Replies (1) \| Respond to of 186894

concentrating on software AND designing CPUs that are better at executing targeted areas Intel tried that strategy. I went to an Intel seminar in 1976 where they showcased their new 8086 processor and it's companion language PLM. The processor was designed in a segmented fashion that complimented the language (The software design drove the architecture). That design, while successful, has been a burdon and constraint ever since. TP

To: Eylon who wrote (86530)	8/3/1999 10:47:00 AM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Eylon, Intel is now at a better position and my money is on Intel but, I hope that Intel management will not be as dismissive as you are toward SUN. I don't think you have any worries there. "Only the Paranoid Survive", remember? Speaking of that book, by Andy Grove, I read it recently. It's good, but "Inside Intel: Andy Grove and the Rise of the World's Most Powerful Chip Company" by Tim Jackson, is a lot better. It covers the entire history of Intel from inception by Noyce and Moore to about 1997. Andy Grove is the main thread guy, as the title implies. If you'd like to learn about, or bone up on, Intel's history through all the product developments and personalities, it's a must. There's a chapter about Paul E. Any royalties, Paul? Inside Intel description page: inside-intel.com Tony

To: Eylon who wrote (86530)	8/3/1999 11:38:00 AM
From: John Hull	Read Replies (3) \| Respond to of 186894

Eylon, Paul, Less than a year ago, Sun held a press conference along with TI to announce the fact that the two companies together were celebrating the shipment of the one millionth SPARC processor. That was after eleven years of effort. Sun's value isn't in its CPUs, its in the way they design and deliver complete server and workstation solutions. They are an outstanding example of the old computer industry - vertically integrated, supplying the CPU, system, OS and many of the apps to their customers. The good news is this tight control of a proprietary solution gives them an ability to deliver a well integrated offering. The bad news is that they don't get to take advantage of the volume of the standards based computer industry, thus their prices tend to be higher. Sun ships ~35K servers per quarter and growing 40+% year over year recently - which is very robust and is a testament to their focus. The Intel based server industry ships about 20 times as many servers per quarter and is growing at about 30% year over year - constantly extending the absolute volume advantage. The Intel-based server industry also gets to spread design and manufacturing cost across the desktop processor volumes as well which is substantially larger than the server volume. Intel takes Sun VERY seriously as a computer company, but I think Intel understands their real strength is not derived from their CPU capabilities. The question is: can Sun's low volume vertical model compete with the high volume horizontal model in the long term? regards, jh