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

To: Charles Tutt who wrote (34455)	8/16/2000 6:00:23 PM
From: Jean M. Gauthier	Respond to of 64865

Very interesting Charles, as with SUN growing 40%, and UPPING it's guidance to 42-45% for next quarter, you cannot help but compare HP's performance to it 12-13% Unix Servers & 10% (!!!) Storage ? Huh ? That's ridiculously low, in this infrastructure boom. Sun we know, but I cannot remember EMC, but I know it was better than 10% ! I am happy to hold SUN & EMC vs HP, IBM , Dell & others. It still seems that sun & emc are cleaning up, with the rst of the gang, brave talk aside, bringing up the rear... The Forbes.com senior editor was on our financial news channel, and she stated these points, and essntially said about HP, several times.. "Surprising actually, we would like to know what went wrong in those areas(unix servers & storage), & it seems printers(!) saved their bacon this quarter with 15% growth" People buying HP at the open tomorrow, might see a selloff later in the day, as analysts digest these (relativel) disappointing results.. Take care Jean

To: Charles Tutt who wrote (34455)	8/16/2000 8:38:20 PM
From: E_K_S	Read Replies (1) \| Respond to of 64865

Compaq said to have beat Sun in supercomputer bid By Bloomberg News August 16, 2000, 3:45 p.m. PT HOUSTON--Compaq Computer is expected to announce Friday it won a contract to build the largest supercomputer, The Financial Times of London reported in its online edition, citing a Compaq executive. The U.S. Department of Energy awarded the contract, worth more than $100 million, and Compaq beat Sun Microsystems in securing the business, the FT said. The contract will help the company expand beyond the maturing personal computer market, the FT reported. Earlier this month, Compaq and the Pittsburgh Supercomputing Center said they won a $45 million government contract to build the largest supercomputer to be used for nonsecret scientific research, capable of processing 6 trillion mathematical calculations per second. ========================================================== I wonder if SUNW's UltraIII could be configured to beat out CPQ's offering for "the largest suputercomputer". It would be nice to see SUNW receive the $100 million contract rather than CPQ. What might have Sunw proposed vs CPQ. It seems to me that that SUNW should have had the "best" system based on performance. What OS do you think CPQ proposed? UNIX or Windows? EKS