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To: bhagavathi who wrote (97028)	1/21/2000 12:23:00 PM
From: Road Walker	Read Replies (3) \| Respond to of 186894

Amy and Mula, In this morning WSJ article about Sun's earnings, they charecterized Sun's success as based on two things. 1. Marketing 2. Quote: "Sun sell only servers that use it's line of Sparc microprocessors and it's brand of the Unix operating system, which is called Solaris. H-P and IBM, by contrast, sell a hodge-podge of server lines, each using a unique chip and operating system." They seem to be implying that other systems are less than compatable. Do you feel that this is an accurate representation of Sun's appeal to the end user? When they talk about threats to Sun, they talk about Linux and Windows 2000; not a mention of Intel or Itanium. John

To: bhagavathi who wrote (97028)	1/21/2000 12:50:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Amy and Mula, Sun would die without hardware sales, and I don't see them dying. Very far from it. Enterprise and Internet both seem to be preferring Sun over even IBM for the highest of performance, security and RAS requirements. That is, they like Sun for complete solutions. The worst thing I could see happening to Sun, from the remote corner of my keyboard, is that they would have to adopt Intel hardware. The rest of the company would have to Shanghai, bind and gag McNeally, but it could happen. I think Sun is looking at Intel hardware. Tony