Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Paul Engel who wrote (100751)	3/12/2000 1:47:00 PM
From: Jean M. Gauthier	Read Replies (2) \| Respond to of 186894

Join the club Paul.. I think it is a very misleading article myself, as I think it compares ALL IBM S80 sales to JUST the E10000's series.. That article makes no sense, and it goes against everything I see happening here in Ottawa, canada (Federal Government) I hope somebody comes up with a clarification, as it is absolutely impossible for an also-ran (IBM) to go against the King of Unix Servers (SUN).. IBM is nowhere on the radar screen, in the Unix world. The story makes no sense to me as well Take care Jean

To: Paul Engel who wrote (100751)	3/12/2000 2:22:00 PM
From: rudedog	Read Replies (1) \| Respond to of 186894

Paul - I have been in a raging debate on this topic on the SUNW thread. IBM sold a little over 700 S80 servers in fourth quarter, compared to a little over 200 UE10000s. This in an industry that ships 10,000 servers a DAY!!... 700 servers in a population of a MILLION. If S80 can make inroads into the UE10000 position, that might eventually give IBM some way to hold back the relentless drive of SUNW into high end Unix accounts. But there is no evidence that the S80 sales were in fact to accounts that were even considering Sun... IBM has the ability to move 700 high end boxes a quarter into "big blue" accounts completely independent of any market forces - it's a trivial number. All they would need to do is offer some sweetheart deals to existing RS6000 or SP2 customers. They could do that quarter after quarter and create whatever growth curve they want, but at the end of the day does it mean ANYTHING?? The approach that Intel is driving - enabling Linux vendors, pushing Wintel OEMs to move higher, working with ISVs - is a lot more likely to give SUNW heartburn, but it will take a while, maybe another year or more, to really see the impact. And of course the big crunch for SUNW will not come until McKinley.