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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (98619)	2/9/2000 4:11:00 PM
From: Scumbria	Read Replies (1) \| Respond to of 186894

Tony, Microsoft has been poised to kill off Sun for about a decade now. Somehow Sun keeps getting stronger however! Scumbria

To: Tony Viola who wrote (98619)	2/9/2000 4:13:00 PM
From: JDN	Read Replies (1) \| Respond to of 186894

Dear Tony: Perhaps SUNW is SO BUSY shipping current units they just cant get the new one up and out. Remember, Scotty said that everyone is working mucho overtime cause shipping a unit entails a lot more than throwing a server over the fence. As to the MSFT product,whats the difference, they'll all give you the blue screen of death eventually. JDN

To: Tony Viola who wrote (98619)	2/9/2000 4:26:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Tony - Re: "we think UltraSPARC III-based servers might not be introduced until August/September. " Intel should be introducing the ITanium around that time, and if Intel's customers start to ship ITanium systems BEFORE the UltraSparc III's ship, then major EGG-ON-FACE for Sun. My guess is that UltraSparc III will not be competitive in the long run - SUN is expecting only 600 MHz. Ergo, SUN will have to survive on MOMENTUM alone - milking their Solaris SOftware for all that it's worth. Hopefully, if one of the ITanium OS's is scaleable and robust, look for SUN to be in a bind a year and a half from now. Paul