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To: Paul Engel who wrote (99081)	2/15/2000 12:47:00 AM
From: dmf	Read Replies (1) \| Respond to of 186894

Paul, Re: Shame for Intel. Shame for Sun. I was hoping Solaris on IA/64 would be good for both companies. Maybe a bit naive. John Hull seemed a bit touchy when I asked about Solaris in the server farms and, looking back, I wonder if this has been brewing for some time. I do appreciate John's input and hope he'll comment if he has anything to add. So much good Intel news coming out, I hated to see this. Maybe Intel didn't want to be tied to Solaris, like it was to Windows. This way Intel can let lesser OS's fight it out. Does that make any sense? Again, appreciate your comments. Just slightly confused. Nothing new <vbg> . dmf

To: Paul Engel who wrote (99081)	2/15/2000 1:11:00 AM
From: bhagavathi	Read Replies (2) \| Respond to of 186894

Paul, RE: strategy due to economic realities. How about TPC,MFLOPS/$$$,Decrypts/sec? Either way the consumers will benefit from this. Realistically do you think with competition SUNW will be able to command the price? There goes your profits, growth multiples? Solaris is gaining popularity but HPUX has an advantage on IA-64. Interesting to see who will stand out in the end. Maybe both the OSes will flourish on IA-64, through Linux into the mix, the margins on Solaris will be vaporize. Breaking down the cost of the system on the high end servers probably will be: 30% hardware, 40% software, 30% services. If small players can provide hardware (IA-64 boxes), Linux with value added software to make it internet server backbone? What will that do the internet server market? Where will SUNW be? Maybe Scot sees this coming. interesting battle shaping up. Already trends are appearing on the horizon. By the way competition reacts & conducts itself. mula