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To: Tony Viola who wrote (122787)	12/14/2000 10:52:38 AM
From: Joseph Pareti	Read Replies (1) \| Respond to of 186894

thanks Tony, on their web-site I found this sun.com

To: Tony Viola who wrote (122787)	12/15/2000 1:32:15 AM
From: Paul Engel	Respond to of 186894

Tony - Re: "some news about Sun Micro, gotta get Itanium production ready:" More news on the UltraSparc III delay at Sun: Sun's UltraSparc III Servers Delayed By Mark Hachman, TechWeb News Dec 14, 2000 (2:57 PM) URL: techweb.com Officials at Sun Microsystems Inc. have confirmed a one-month delay in rolling out the company's latest UltraSparc III-based servers, but declined to state whether manufacturing problems were involved. According to Sun's website [www.sun.com], both the Sun Blade 1000 workstation and the Sun Fire 280R server are currently being held up. While the length of the delay to the Sun Fire 280R is left undefined, a note accompanying the Sun Blade 1000 says the workstations have been pushed back until January. "Due to tremendous demand, the Sun Blade 1000 workstation is currently on a delayed shipping status," the note says. "Orders can still be placed for the Sun Blade 1000 workstation. However, there is limited availability until January." Thursday, a Sun (stock: SUNW) spokeswoman declined to offer more detail than the statements posted on the website. "We're continuing to ship the Sun Blade 1000 in volume, but not in the volume that we'd like, due to tremendous demand and backlog," she said. "We expect to resume shipping it in volume within the next 30 days." The spokeswoman said she didn't know the reason for the delay of the Sun Fire workstations. She also declined to comment on the scope of the backlog, but said the rollout will not affect the timing of Sun's followon mid-range or high-end servers. However, her remarks also come against a backdrop of generally slowing demand. Although the slowdown has generally materialized within the PC market, analysts say Sun has been affected as well. "Our demand checks now include more than a dozen regional VARs and one of Sun's three major U.S.-based distributors," wrote analyst Kurt King of Banc of America Securities LLC, San Francisco, in downgrading the company form "strong buy" to "buy" on Tuesday. "We've found nothing catastrophic, but still a slowing from what was expected entering the quarter," King added. "It's pretty clear the problem is a recent slowdown in market demand rather than Sun-specific competitive or execution issues." King and other analysts also noted that Sun had applied a 3 percent rebate to its resellers to encourage December sales of all Sun products, save for the Sun Enterprise 10000. Sun is undergoing a transition from its line of workstations which use the UltraSparc II chip, estimated at about half the performance of the faster UltraSparc III chip. Both the Sun Blade and Sun Fire 280R are also seen as the main vehicles to introduce to customers to the new UltraSparc III generation, which is expected to move forward with the "Daktari" workgroup servers and "Serengeti" midrange servers, in the spring. The high-end "StarCat" should later replace the 10000 with up to 105 UltraSparc III microprocessors. Sun, Palo Alto, Calif., originally announced the UltraSparc III inside Sun Blade and the Sun Fire in September after delays forced the company to launch the chip several months later than expected.