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

To: tejek who wrote (112826)	5/25/2000 6:03:00 PM
From: chic_hearne	Read Replies (1) \| Respond to of 1571405

Re: "That's the way they approach things over there," says Hewitt. "They're a little arrogant, and they need to watch that or they'll get blindsided in this marketplace." ted, The server market is wide open right now and SUNW doesn't know it. As long as things are roughly equal, SUNW will be ok, but their server technology sucks. It's all about power in servers which translates to price/performance. The door is wide open for IBM, Intel, AMD, and others to make inroads on SUNW. Whoever can get thier chips out the quickest at highest speeds has a huge opportunity right now. IF AMD can get sledgehammer out at 2 Ghz in 2H next year with proper SMP board support, they will be able to take some market share (maybe a lot if others are slow). Execution will have to be flawless though and they will need the help of at least one of the BIG guys, such as IBM or HP (somebody has got to sell them). chic

To: tejek who wrote (112826)	5/25/2000 7:32:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 1571405

tejek, that article about Sun is a little contradictory: Sun Still Burning Less Focused Rivals in Expanding Unix Universe However: Bigger Picture Sun already lags behind companies like Compaq, Hewlett-Packard (HWP:NYSE - news - boards) and IBM in the overall server market, which includes servers supporting the Windows NT operating system. Figures from International Data Corp. show NT holding about 38% of the operating-system market in 1999. I'm personally looking forward to a Sun-set, BWDIK? Tony