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

To: QwikSand who wrote (26745)	1/25/2000 1:01:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 64865

QwikSand, well thought out post, but could you expand on how this might play out, the way you see it: HWP is dependent on IA64, which could turn out to be a disaster for INTC and HWP (plus others). Thanks, Tony

To: QwikSand who wrote (26745)	1/25/2000 1:26:00 PM
From: johnd	Read Replies (2) \| Respond to of 64865

QwikSand: Regarding offering Solaris 8 for free. What is impact of this to SUN's revenues and bottom line? What is SUN's plan for recovering the lost $450/solaris seat? Any clue?

To: QwikSand who wrote (26745)	1/28/2000 7:28:00 PM
From: rudedog	Read Replies (1) \| Respond to of 64865

QS - I agree with your comments on Ultra 3 but I think you are discounting IA64 too much - in addition to the Unisys machine there are several other big chipsets in the works for IA64, and those machines will start hitting the market this year. Performance will probably be nothing to write home about... don't quite see why you think the Unisys machine is a "couterfeit" - it is a straight-up cached crossbar design as far as I can tell - although my knowledge comes from chatting with Unisys guys at Comdex... Sun just needs to execute its roadmap to stay in the game. Even a 32 way Wintel box is more like a 6500 competitor...