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

To: Charles Tutt who wrote (31813)	5/11/2000 10:26:00 AM
From: chic_hearne	Respond to of 64865

Re: I think the real story is Intel wants Sun to design HARDWARE around the Itanium, and they haven't. Charles, Whatever the case, it's a good move to get as far away from Itanium as possible. Sun is doing the right thing. If I had the power, IBM would have bailed out of all Itanium efforts a few years ago. This chip was first due out in 1997, how long does INTC expect people to wait? chic

To: Charles Tutt who wrote (31813)	5/11/2000 1:02:00 PM
From: Rob Young	Read Replies (1) \| Respond to of 64865

"I think the real story is Intel wants Sun to design HARDWARE around the Itanium, and they haven't." Correct... and designing for "Industry Standard Servers" is a very slippery slope (watch those margins slide off to nothing when Dell comes in that space, etc.) The only ones really interested in that approach are those with CPUs that "suck". SGI is the hero: eet.com "Intel expects today's beta tools will be replaced gradually by "production-quality" tools, starting in the third quarter, Waxman said. The first commercial Itanium systems are expected to go on sale by the end of the year, Intel said. Workstations with two or more Itanium processors, and servers ranging from a standard four-way configuration up to a 512-way server are now in development at Silicon Graphics Inc. " SGI is the Unisys of the late 1990s/early 2000s. They are sliding away and so the only place they have to go is up. Of course getting on that industry standard thrust (no choice really, they haven't the resources to maintain MIPS as an architecture) means they will look a lot like Unisys and Dell and whoever 5 years from now (if they are still around... look what happened to poor old Cray) with little room for innovation (Microsoft innovates, right?) as they pop in the latest and greatest Industry Standard Boards into their Industry Standard Server running their Industry Standard Software. Rob