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 : The New QLogic (ANCR) -- Ignore unavailable to you. Want to Upgrade?

To: Patrick Sharkey who wrote (25031)	12/5/1999 8:47:00 PM
From: Carolyn	Read Replies (1) \| Respond to of 29386

No, he doesn't know me. I got into this stock recently on the recommendation of someone else who posts here. Just looked at various charts on this company. P & F is iffy, to say the least, and when I saw that post I was rather curious about it.

To: Patrick Sharkey who wrote (25031)	12/8/1999 12:54:00 AM
From: Whitmore G.	Read Replies (3) \| Respond to of 29386

theregister.co.uk No I don't know him! I am not short this stock; but I may now take out a short position given this public confirmation of my position regarding SUN now operating without a Reliability Net and choosing the mediocre ANCOR as their Fibre Switch vendor! As for Intel choosing the Ancor switch as their standard, that is about what I would expect from a company that recently had to scrap over 100,000 of their newest mobo's because of their design incompetence. I have long held that Analog Devices's Athleon is going to eat their lunch and that is happening too! By the way, you're all fooling yourselves if you think the stock this company is going to have to issue to cover the SUN warrants is going to be mildly dilutive. It will more likely be highly dilutive. So much so as Ancor will choose to raid the big piggy bank and pay cash for the stock on the open market only to have SUN turn around and sell the shares, in a controlled fashion so as not to have the stock drop to much, back to the suckers in the open market! End result Sun comes away with a bunch of cash, off setting the mediocre products they got from Ancor. Ancor goes further in debt and Ancor stock holders get left holding the then fast deflating bag. LOL damning note from market research company, the Gartner Group, is claiming that Sun Microsystem's Ultra Enterprise servers are unreliable. The note, dated 16 November last, and sent to selected Gartner customers, also claims that Sun has owned up to the problem. The most frequent bitches, according to the document, are connected with machines which use Sun's 400MHz 4MB cache Ultra Sparc II chips. Further, Gartner says that it has heard from a number of its customers of problems with fibre-optic IO controllers and "inaccurate or misleading" system diagnostic reports, with disk failures being reported as CPU problems. High end Sun servers have come in for criticism from customers, specifically the UE 10000 and UE6500 that use systems that have more than 36CPUs for the former and 20 CPUs for the latter. According to the document, Sun has admitted there are quality issues with SRAM (synchronous RAM) on some 400MHz CPUs and quality control problems with the fibre optic controllers. Gartner suggests to its customers that "continued client reports of CPU module failures" suggest that the quality control problems are likely to be more widespread than Sun claims. Sun has told Gartner that the problems are with a "bad batch". A systems administrator for a major corporation who wished to remain anonymous, commented: "A friend with a E10000 or two to play with is quite pleased. The fault that caused problems there was with door microswitches (fixed with tape) closing out bits of the system. I haven't heard about the CPU problem, which sounds more serious. At $80,000 apiece, this would be a significant problem." Sun Microsystems was unavailable for comment at press time. ©