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To: Tony Viola who wrote (112502)10/5/2000 10:54:38 AM
From: Mary Cluney  Respond to of 186894
 
Tony, <<<2,000 systems at WAG of $50,000 would be $100 million in sales. Assume 4-way average. These ought to make Sun a little nervous.>>>

Based on past history of this thread (you fellows are way ahead of the curve - maybe 2 years), SUNW is history.

Mary



To: Tony Viola who wrote (112502)10/5/2000 2:00:31 PM
From: Paul Engel  Respond to of 186894
 
Tony - Re: " but it sounds like a good placeholder until McKinley. "

Yep - it gives them a product to compete with IBM, Sun, etc. without suffering the embarrassing question from their(HP's) customers : "You don't sell an ITanium system? - Heck, I thought you guys helped design it !! "

Re: "I didn't see how many processors max in a system. 2,000 systems at WAG of $50,000 would be $100 million in sales. Assume 4-way average. These ought to make Sun a little nervous."

My guess is that the ITanium will first start to encroach on SUN's workstation business.

For example:

biz.yahoo.com

Thursday October 5, 10:30 am Eastern Time
Press Release

SOURCE: Mechanical Dynamics, Inc.

Mechanical Dynamics' ADAMS(R) to be Among First Motion Simulation Software To Support the 64-bit Intel(R) Itanium(TM) Processor

ANN ARBOR, Mich., Oct. 5 /PRNewswire/ -- Mechanical Dynamics, Inc. (Nasdaq: MDII - news), a worldwide provider of software and services for the virtual prototyping market, announced today that its market-leading ADAMS® software will be among the first motion simulation products to support workstations and servers based on the new Intel® Itanium(TM) processor when it becomes available.

``We are delighted to be ahead of the curve on this technology front,'' said Douglas M. Peterson, Mechanical Dynamics' vice president of product development. ``The extensive use of ADAMS in manufacturing companies worldwide, and its tight integration with the leading computer-aided design programs, led the two companies to team in Intel's Itanium pre-release development program.''

The Itanium processor represents the first generation of Intel's high- performance 64-bit architecture, targeted at mid-range and high-end servers and workstations. The new processor's increased memory capacity, large address space, and enhanced parallelism will offer ADAMS users significantly higher performance and productivity in today's complex and demanding product development environment.

``Intel is accelerating the development of distributed, web-enabled technical solutions for Itanium processor-based workstations and servers by working closely with companies such as Mechanical Dynamics and its ADAMS development team,'' said Diane Wortsmann, technical markets solutions manager for Intel's Solutions Enabling Group. ``The Itanium processor architecture will deliver capabilities required by the most demanding applications in mechanical system simulation as well as other high-performance computing market segments.''

The first Mechanical Dynamics' product to be compiled on the new Intel architecture will be the ADAMS Software Development Kit (SDK), used by companies such as Unigraphics Solutions and SDRC to embed ADAMS solver technology within their computer-aided design (CAD) packages. This will allow Mechanical Dynamics' customers to leverage the benefits of the new Intel architecture within this high-compute resource environment. The ADAMS/SDK release is expected to parallel the commercial release of workstations and servers based on the Itanium processor when it becomes available.

Mechanical Dynamics pioneered the field of mechanical system simulation with its market-leading ADAMS® software, and remains committed to extending the capabilities of this technology to benefit manufacturers in every industry worldwide. Engineering teams use ADAMS to build and test functional virtual prototypes of their complex mechanical system designs. Mechanical Dynamics also offers extensive implementation services, including consulting and training. In this way, the company partners with its customers to help reduce the time, costs, and risks of the product development process and meet the ``Smarter to Market(TM)'' challenge.

Additional information about Mechanical Dynamics can be obtained by writing to the company at 2301 Commonwealth Boulevard, Ann Arbor, Michigan 48105. Phone: 734-994-3800. Fax: 734-994-6418. E-mail: info@adams.com World Wide Web: adams.com

SOURCE: Mechanical Dynamics, Inc.



To: Tony Viola who wrote (112502)10/5/2000 5:30:36 PM
From: Amy J  Read Replies (1) | Respond to of 186894
 
Hi Tony, RE: "HP selling the NEC Itanium based servers...These ought to make Sun a little nervous."

What's Intel? ; )

Regards,
Amy J