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To: dmf who wrote (114954)	10/27/2000 10:58:12 AM
From: Mary Cluney	Read Replies (1) \| Respond to of 186894

Dmf,<<<we all know Intel is going after Sun's market so it isn't entirely irrelevant. >>> One big difference is that Scott McNealy can go on Squawk Box or whatever and turn all negatives into positives and Analysts like the Very Light Weight (VLW) Joe Osha wouldn't even know what hit them. I'm not rooting against SUN - I don't think this is exactly a zero sum game. There's plenty of room for Sun and Scott McNealy to go on preaching about all those devices that eventually has to be connected to a Sun or other make servers. It is funny to note however, that whenever AMD shows any signs of life whatsoever (Coming back from the dead several times over) the VLW Joe Osha, Drew Peck, et al are all eager to talk about competition, lower ASP, reduced margins, price wars and hell breaking out all over mpu market; however, they never mention or are even are aware that SUN has to face the same issues in the face of HWP, IBM, CPQ, DELL, INTC and if you were to believe the AMDroids, AMD as formidable competition. I don't think, at least in the case of the VLW Joe Osha, that this is a deliberate and calculated effort to trash Intel. I just don't think the VLW Joe Osha has a clue as to what these markets are all about. Mary

To: dmf who wrote (114954)	10/27/2000 11:41:54 AM
From: Joseph Pareti	Read Replies (1) \| Respond to of 186894

your numbers show it clearly; WINTEL IS BACK

To: dmf who wrote (114954)	10/31/2000 7:08:53 AM
From: Amy J	Respond to of 186894

RE: "QOQ Product Revenue information for Sun. As you said: Q101 4,242 Q400 4,327 Flat sequentially Previous Product Revenues: Q300 3,429 Q200 2,997 Q100 2,668 Q499 3,047 Q399 2,547 Q299 2,403 Note that last year, product revenues were actually down from Q499 to Q100. ...I'm interested in what you think, or what Tony, GVT and others think about the numbers. This may seem off topic but we all know Intel is going after Sun's market so it isn't entirely irrelevant." --------------------------------------- Hi Dmf, I think Sun is on topic. At first glance, it appears the numbers could potentially demonstrate the Server market is growing strong enough to absorb both Sun and Intel. However, the margin pressure on Sun could imply that Sun's Server margins are being challenged due to the presence of Intel-based Servers in the market. More information is needed, before a conclusion could be reached. The improvement of Q4 over Q1 for this year, could be related to Sun's new markets (Sun is good at finding new markets), but more information is needed. I would be curious if the down trend in Q1 over Q4 (that occurred in 1999) was existent in the prior years. Regards, Amy J