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

To: Reginald Middleton who wrote (19322)	9/5/1999 8:26:00 AM
From: John Carragher	Respond to of 64865

reading of stuff coming from Japan. Love the toilet (crapper)that takes weight fat content urine sample etc. or the one that lets you follow your kids around the country by pinning a receiver on them. mercurycenter.com

To: Reginald Middleton who wrote (19322)	9/5/1999 10:42:00 AM
From: Michael F. Donadio	Read Replies (1) \| Respond to of 64865

Reginald, Lest you think that SUNW is waiting around for the vaporware Merced which it has already ported Solaris to as an alternative chip, should it ever arrive, SUNW's real interest is in the SPARC for which it has a well defined roadmap. This roadmap was outlined over a year ago and will be made with the help of Texas Instruments and its unmatched .07 micron technology. While the SPARC will remain the dominant platform for "big iron", the new MAJC chip, also designed by Bill Joy, with its massive parallel and scalable architecture will be coming into its own next year for network appliances. Here is the SPARC roadmap released last year: sun.com SUN UNVEILS COMPREHENSIVE SPARC(TM) ROADMAP Multi-Series Product Line Reaches 1.5 Gigahertz SAN JOSE, Calif. - September 1, 1998 - Sun Microsystems, Inc., today disclosed the roadmap with frequency estimates for its three series of high-performance 64-bit UltraSPARCTM processors. Sun is one of the first microprocessor suppliers to publicly unveil its current roadmap into 2002. This roadmap provides a detailed overview of the future processor performance for an industry-leading architecture, while maintaining binary compatibility. In the roadmap, the UltraSPARC V is estimated to reach 1.5 gigahertz (GHz) early in the year 2002. This roadmap shows that Sun's UltraSPARC processor family will be among the performance leaders well into the next millennium and represents the company's ongoing commitment to the SPARCTM processor family. As a result, customers can rely on Sun to provide a steady delivery of high performance processors, which maintain binary compatibility, while also spanning to four times the current clock speeds and more than eight times the performance of current offerings. ''The SPARC architecture is central to Sun's success and we are committed to providing systematic performance improvements with this architecture,'' said Mel Friedman, president of Sun Microsystems' Microelectronics Division. ''Our SPARC roadmap stakes our claim of performance leadership today and in the future.'' ***** ''Sun's SPARC processor strategy has resulted in a very stable roadmap for our customers that protects their investments and ensures they never have to face a massive legacy code migration,'' added Friedman. ''The combination of SPARC with Sun's Solaris provides industry-leading performance, reliability, scalability, availability and serviceability for the industry's highest performance enterprise, telecommunications and networking workstations and servers.'' For the manufacturing of its UltraSPARC processors, Sun uses Texas Instruments' world-class manufacturing facilities. This virtual operations arrangement allows Sun to leverage Texas Instruments investment in fabrication facilities and provides Texas Instruments with high-performance products that are process drivers for its technology. On August 27, Texas Instruments announced a new process technology with a drawn gate length of 0.10 micron and a L-effective 0.07 micron that will enable devices utilizing up to 400 million transistors to be build. Sun will be using this technology to develop its gigahertz processors. "Texas Instruments' leading CMOS sub-micron process technology continues to keep the UltraSPARC family at the forefront of processor performance,'' said Julie England, Vice President, Computer and Imaging Systems, Texas Instruments. "TI and Sun have been through five major process technology nodes over the course of our relationship. TI is pleased to enter the next decade working with Sun to enable future generations of SPARC that will operate at clock frequencies well beyond one gigahertz." SPARC and MAJC, a winning combination in the network era, Michael

To: Reginald Middleton who wrote (19322)	9/5/1999 11:32:00 AM
From: Marvin Mansky	Read Replies (1) \| Respond to of 64865

Merced won't be ready in the time that SUNW develops SPARC III and Windows 2000 will be delayed again. It's lead time that will hurt WINTEL/DELL. SUNW executes wildly better than INTC and MSFT. That's why they will win share.

To: Reginald Middleton who wrote (19322)	9/5/1999 11:53:00 AM
From: The Ox	Read Replies (3) \| Respond to of 64865

I appreciate your views on this subject but I keep thinking we've heard this all before. Every year there is new technology that's going to displace the SUN strategy. Every year there is going to be someone who will come along and derail the SUN initiative. Every year there is a paradigm shift which will inevitably cause SUN to be an also ran in the industry. Every year there is a new microprocessor that will come to the market which will make the SUN offering obsolete. Every year there is a new force in the computing industry which will cause SUN's demise. Every year.....every year........every year...... blah blah blah........ Just my humble opinion and no disrespect intended. Michael

To: Reginald Middleton who wrote (19322)	9/5/1999 1:20:00 PM
From: Charles Tutt	Read Replies (1) \| Respond to of 64865

Well, it's NOT the case that "everybody seems to agree that the Merced will outperform the Sparc III chip." I don't, for instance. And although Sun will provide Solaris for the Merced, that does not imply they will be basing machines on it. I think it's more likely that Intel will abandon X86; they already seem to be weakening backward compatibility and moving toward the StrongArm. Competition is nothing new to Sun. I like the way they've performed when facing it, and I have no reason to believe they won't continue. The careful analysis and good decisions they made years ago are bearing fruit now. JMHO, of course.