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To: Road Walker who wrote (97034)	1/21/2000 1:03:00 PM
From: Tony Viola	Read Replies (3) \| Respond to of 186894

John, When they talk about threats to Sun, they talk about Linux and Windows 2000; not a mention of Intel or Itanium. Not addressed at me, but, when did that ever stop me. They are obviously looking at it from a software point of view, particularly operating systems. I have noticed that Sun, even though their revenues are overwhelmingly hardware, is quite often talked about in terms of being a competitor with Microsoft. Strange, because none of the other companies into big servers, like IBM or HP are ever called competitors of Microsoft. Maybe it's because McNeally has a fixation on Microsoft, like Ellison of Oracle. 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? Sun may be patting themselves on the back (deserved) after the fact of Solaris becoming THE choice. They used to also ship a lot of "straight" Unix also, but Solaris took over in acceptance. Now they talk as though they planned it all the time. I don't know. I've been personally wondering how long the Sun "in the Sun" would last. Both McNeally and Zander are talking like it only gets better. Might be. Tony

To: Road Walker who wrote (97034)	1/21/2000 1:26:00 PM
From: bhagavathi	Respond to of 186894

John, RE:When they talk about threats to Sun, they talk about Linux and Windows 2000; Probably they think that Sun only sells internet servers. Linux (and to some extent Windows2000 ) on IA-64 or IA-32 will give a better cost performance as internet server in comparison to ultra sparc & solaris. mula

To: Road Walker who wrote (97034)	1/22/2000 2:20:00 AM
From: Amy J	Respond to of 186894

Hi John, RE: "They seem to be implying that other systems are less than compatable." Anything which isn't a "complete solutions sale" could become subject to a few pokes, kicking the tires to make sure they're attached, kind of thing, when you're talking Enterprise. RE: "Do you feel that this is an accurate representation of Sun's appeal to the end user?" I don't know if it is accurate, but it is perceived. But I am betting that Intel will "slip in" there without too much ado. RE: "When they talk about threats to Sun, they talk about Linux and Windows 2000; not a mention of Intel or Itanium." Sun's chip doesn't appear to be the driving component in the sale. All of the things Tony mentions seem to be more important. Let's hope Sun OEMS Itanium. Regards, Amy J