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

To: Charles Tutt who wrote (37163)	10/30/2000 4:01:54 AM
From: QwikSand	Read Replies (1) \| Respond to of 64865

Here's another p*sser from Briefing.com's prognostication for Monday: There's a feeling among many investors that the worst is behind us. Mutual fund tax selling is over; the bad earnings news is largely behind us; and the leadership issues finally succumbed to some overdue selling, thereby restoring value to the group. While we agree with the general line of thinking, we doubt that the selling is over - especially for the momentum favorites such as Applied Micro Circuits (AMCC 141 3/8), JDS/Uniphase (JDSU 77 1/4), Siebel Systems (SEBL 103 15/16), Ciena (CIEN 104 3/8), Sun Microsystems (SUNW 103 3/16), Network Appliance (NTAP 123), Brocade (BRCD 226 1/2), Extreme (EXTR 75 3/4), Juniper (JNPR 181), Newport (NEWP 117 1/4), PMC-Sierra (PMCS 165 7/16), etc. "etc.", Bob Walberg says. Here is how the P/E's for that list of "momentum favorites" stacks up: JDSU -37 SUNW 84 NEWP 200 AMCC 307 EXTR 421 PMCS 437 CIEN 514 SEBL 558 BRCD 617 NTAP 657 JNPR 704 So along with one money-loser, the next stock has a P/E 2.5 times SUNW's and then they go up into the stratosphere. You could obviously come up with all sorts of other similar tables (like, for a trivial example, earnings and revenue) showing that SUNW qualifies as a "momentum favorite" in this bunch about as much as the man in the moon. No plant for Christmas this year for you Bob Walberg. You'd smoke it all before Santa got back up the chimney. --QS

To: Charles Tutt who wrote (37163)	10/30/2000 7:59:16 AM
From: rudedog	Respond to of 64865

Charles - What that article describes is the extension of the ECC scheme to the smaller system configurations - 1 and 2 way systems - on the Pentium II. The "big system" configuration at that time was the Pentium Pro (P6), and the vendors who had a presence in that market (pretty much limited to CPQ, HP and IBM) mostly did their own chipset design to support PPro. By adding ECC to the Pentium II, Intel assured that the "volume" servers (small departmental and special purpose servers) would also have ECC. I am a little confused by the reference to "white box" in some of the posts. The web farm market has been dominated for a while by "Web Blades" - small, minimum configuration machines which do not depend on the individual machines for availability but transparently route transactions and requests to any available server. These are typically 1 or 2 processor machines in a "scale out" configuration. The machines we were discussing are the UE6500 and UE10000 which have almost no presence in web front end. The big machines are used for "back end" services. If your point was to say that even in the volume end of the web infrastructure, Intel has had ECC L2 cache support since mid-1997, you have also answered your question about the "mom and pop" shops.