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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: techtonicbull who wrote (31148)	4/20/2000 4:08:00 PM
From: rudedog	Read Replies (1) \| Respond to of 64865

tec - re:No matter what you say the S80 is competition for SUNW' s high end "Starfire". Well, no matter what I say you won't read it.... I said nothing about whether S80 can compete with starfire. What I was trying to get at is that neither starfire nor S80 nor any other big iron Unix machine is being used as a web server platform. That market is going to the cheapest PCs people can buy in the "roll your own" market, and to 1U rackmount 2P machines optimized for big web farms in the "big boy" market. S80 covers roughly the UE6500 and UE10000 products in terms of performance and capacity. IBM (and in another month, CPQ) are making the high end Unix specs game interesting. But both IBM and CPQ sell into fairly specialized segments, with IBM having a little broader base. Those machines are capable in performance terms but they don't much meet Sun in the marketplace. As long as Sun stays on course with its high end roadmap, there will be little reason for the market dynamics to change.

To: techtonicbull who wrote (31148)	4/22/2000 1:58:00 AM
From: THE WATSONYOUTH	Read Replies (1) \| Respond to of 64865

Re: "No matter what you say the S80 is competition for SUNW' s high end "Starfire". But did you ever see McNeally throw in the towel because of competition? McNeally is putting "All the wood behind one arrow" on the high end. I am sure of it. I Look for the USIII's to dazzle! And if high end UltraSparc III systems were appearing now, they most certainly would "dazzle" . But it appears we may not see them for perhaps another 10 months. By then, I would not be so sure. Silicon technology is improving very fast - far faster than Sun's apparent ability to implement it. The ONLY way that the competition could get back into the game would be for a delay like this. Sun is leaving a door open for IBM, HP, and the Wintel vendors. What it will ultimately mean, we'll have to wait and see. THE WATSONYOUTH