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To: dmf who wrote (99076)2/15/2000 12:35:00 AM
From: Paul Engel  Read Replies (2) | Respond to of 186894
 
dmf - Re: ". Looks like Intel and Sun are going at it much like the Intel and Sun investors on SI:"

That's a damn shame for Intel.

A solid version of Solaris on IA/64 would have put Intel "over the top" in the high end server CPU business.

SUN must have recognized this - and SUN wants ONLY SUN to be over the top - which I can't blame them for.

SUN has been a Do-It-All (or BUY IT) company, and being just an OS supplier to Intel's CPU business must have really grated on them.

Oh well - we'll have to see how the ITanium/IA64 market plays out in the near future.

Maybe SUN will be forced into changing their strategy due to economic realites.

But right now, SUN is on a roll.

Paul



To: dmf who wrote (99076)2/15/2000 5:19:00 AM
From: Mary Cluney  Respond to of 186894
 
dmf,<<< mercurycenter.com >>>

<<<``With IBM investing heavily, and HP investing heavily with HP/UX, the risk Sun faces here is that it's misjudged the marketplace,' Henkel said. ``If Sun decides in a year that it really needs to support IA/64, they could be behind their rivals. I think that's a calculated risk on Sun's part.'>>>

Calculated risk? That's like betting the ranch on one throw of the dice.


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