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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: david_si who wrote (47209)	6/23/2000 4:25:00 PM
From: johnd	Read Replies (2) \| Respond to of 74651

david_si, will 32-way 700MHz Xeon IA32 boxes be able to produce 150,000 TPC-c using windows2000 datacenter. When do you expect the w2K data center tpc #s be published? When does w2kdc ship?

To: david_si who wrote (47209)	6/23/2000 6:03:00 PM
From: cheryl williamson	Read Replies (4) \| Respond to of 74651

Don't bother me with your M$FT/INTC b.s. david.

To: david_si who wrote (47209)	6/24/2000 9:08:00 AM
From: Bill Fischofer	Respond to of 74651

Re: Threats Actually, the real threat to SUNW is neither IBM nor Wintel. It is EMC. By shifting the center of gravity in the enterprise from a processor-centric to a storage-centric orientation EMC is accomplishing the "hollowing out" of the high-margin central server that Wintel by itself could never achieve. Combine this with a new generation of network-oriented applications based on technologies such as XML, Soap, and (ironically) Java, and the stage is set for the full commoditization of processing at the enterprise level over the next five years. Wintel will gain the enterprise processing crown not because it will at long last find the keys to the high-value center but rather because processing will no longer be a high-value space even in the enterprise. All the real value will have migrated to the storage network. Wintel will thus inherit the new "server peripheral" space almost by default.

To: david_si who wrote (47209)	6/24/2000 12:42:00 PM
From: Joseph Pareti	Respond to of 74651

IA-64 (Itanium possibly, McKinley the latest) will blow the socks off of anything on the planet, with possibly the exception of IBM-Power4 and followers. And the mega-fabs are $10B a pop these days. This implies who is gonna be hurt most, no ? Do you guys still remember when Belluzzo rushed to WINTEL ? 6-7 years ago SGI looked invincible. now they're a 3 bucks company. They were a vertically integrated company that denied WINTEL to the very end. now repeat after me ... there is another vertically integrated company that denies WINTEL ...