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To: nihil who wrote (87340)	8/28/1999 9:49:00 AM
From: Jacques Newey	Respond to of 186894

Nihil, Re: "it is a mistake to think that there is any real conflict between Sunw and Intc." I agree, no conflict with Intel directly. The big threat is that big ugly crowd that Intel hangs out with. The fact is that Intel has plans to quickly move up the CPU food chain (first Merced then McKinley). They will be moving into what was a very exclusive (high margin) neighborhood occupied by the likes of Sun and a few others. In this high brow "hood", Solaris is one of the languages of the elite - known only here (kinda like polo). The rough boys on the other side of the tracks don't know about it (and frankly they don't care). Sun has begrudgingly invited the new kid on the scene Intel (Merced) over to his backyard for a "welcome to the neighborhood" party. The problem is that Intel is gonna bring over a few uninvited guests (the likes of Dell, Compaq, IBM,and many other OEM's). These boys from the other side o' da tracks are tough. They've been fighting the PC price wars. When the PC boys crash the gates, the 'hood ain't ever gonna a be the same. There goes the property values! Darn! Do the new boys speak Solaris? Hint: They don't wear Gucci loafers;-).

To: nihil who wrote (87340)	8/28/1999 1:13:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

I don't know. I don't see a big difference between where Sun, and their key products, sits now, and where IBM was with the mainframe in the late 80s - early 90s. IBM's mainframe was/is proprietary HW running proprietary SW...an expensive proposition both ways. Sun's key product is their version of big iron running Solaris... Proprietary HW and SW again, and expensive. They don't make any money from Java or Jini, the thin client is nowhere, and that majc chip will go nowhere in the PC-WS-Server market. So, if IBM's mainframe has become a no revenue growth (still MIPS growth), and IBM had to re-invent themselves with SW, services and selling technology, what's Sun going to do. Hey, I wish no ill will of Sun, or any other HW company...a Silicon Valley computer type would be foolish to do that. But, I don't see how Sun doesn't become odd man out when the Intel 64 bit hardware gets up to matching Sun's. Tony