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To: tcmay who wrote (136141)	5/26/2001 11:37:06 PM
From: Paul Engel	Respond to of 186894

TC - Re: "This is kissing cousin to a box maker in 1984 saying to themselves: "There's going to be a flood of these low-cost boxes made with Intel processors. I think we'd better just stay safely in our niche where we sell non-DOS machines for a lot of money." Can you say APPLE ?

To: tcmay who wrote (136141)	5/26/2001 11:44:47 PM
From: dale_laroy	Read Replies (2) \| Respond to of 186894

>Sun might do much better to leverage its Solaris OS on the lowest cost hardware boxes they can find.< Which may be precisely what they have in mind. Solaris on Sledgehammer could kick ass. Although Sledgehammer will not be able to compete head to head with Itanium in many markets, it will almost certainly provide the core of lower cost workstations and enterprise servers than Itanium.

To: tcmay who wrote (136141)	5/27/2001 2:21:51 PM
From: Rob Young	Respond to of 186894

<An interesting point, but the rejoinder is: neither Sun or H-P nor Dell would have a choice in the matter. You raise the possibility that Sun pulled back from the Itanium deal because they feared a flood of low-cost 64-bit server boxes. Well, if there _IS_ such a flood, will Sun somehow be magically protected from the overall competition? > Magically protected? No. But they are the #1 Unix and continue to grow their share of the Unix market. Solaris is the answer to most folks questions in that space , most applications , etc. It may not matter that HP/UX becomes a cheaper choice. I think Sun will shrink their margins and go on. As long as they continue to take share from the marginal players and expand as expansion allows. They are in a sense going up against the almighty Intel. >Solaris is the de facto Unix (judging latest market share >studies for growth and total numbers). They have grown >that in the face of marginal performance. They would be >foolish to give up those high margins on the UE10000 as long >as they are selling them. "We could be seeing a kind of replay of the Macintosh history. Sun might do much better to leverage its Solaris OS on the lowest cost hardware boxes they can find. " No... you chopped some of the evidence. Sun must be encouraged by how strong the UE10000 remains in light of the superior IBM S80 solution. We could spend a lot of time comparing and contrasting UE10000 to S80. Sun isn't delusional in their strategy. They certainly don't want to weaken it by "being all things to all people". A single architecture is a good thing as HP is about to discover ;-) Rob