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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Charles R who wrote (93176)	2/15/2000 1:46:00 AM
From: Paul Engel	Read Replies (2) \| Respond to of 1571679

Chuckles - Re: "Merced without Sun seems more DOA than it ever was. The real battle may begin after McKinley comes on the scene." No. Compaq will be selling ITanium Servers. Dell will be selling ITanium Servers. HP will be selling ITanium Servers. SGI will be selling ITanium Servers. IBM will be selling ITanium Servers. VALinux will be selling ITanium Servers. Hitachi will be selling ITanium Servers. NEC will be selling ITanium Servers. Fujitsu will be selling ITanium Servers. SUN would have been great, but now it SUN vs. ITanium/Everybody else. Linux 64, Monterey 64, HPUX 64, Windows 2064 ---- these will provide an excellent starting point for enterrprise computing. Once the reliability and scalability are demonstrated, the lower cost of the INDUSTRY STANDARD IA64 architecture will put SUN in a position it will have to respond - with drastic price cuts or adoption of the Industry standard. Just revisit what happened to the the fragmented PC industry of the the early 1980's once the IBM PC x86 architecture became the "accepted" industry standard. Every competitive platform except the Macintosh has disappeared from the face of the earth. Paul

To: Charles R who wrote (93176)	2/15/2000 1:49:00 AM
From: THE WATSONYOUTH	Read Replies (2) \| Respond to of 1571679

<SUN "goosed" the UltraSparc III speed in their ISSCC paper from 600 MHz to 800 MHz - so SUN thinks they are going to make their own - as usual.> Chuck: "Sun was probably underwhelmed with the Merced MHz. Jacking up the roadmap by 200MHz would make it look competitive and spread enough FUD to slowdown any Merced momentum before it starts." I believe TI fabs the UltraSparc III for SUN. Actually, the .18umn TI technology is quite good and their .13um (1.2V) device design is equal to Intel's. They CLAIM they will transition to .13um quickly. If SUN did a good job on the UltraSparc III design, it should be a marked improvement over what SUN offers now. I think the technology currently in the SUN systems is still .25um. THE WATSONYOUTH