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To: Paul Engel who wrote (136171)	5/27/2001 3:29:42 PM
From: d[-_-]b	Read Replies (2) \| Respond to of 186894

Paul, The problem Intel keeps ignoring wrt to Sun is that they have an enterprise class OS and applications available today and an entire IT/Engr. community supporting an existing infrastructure running Solaris. As an Intel manager said the other day, "IT departments don't care if it's Intel inside, they have applications to run". HP and HPUX 11.0i is Intel's only hope in this space, unless MSFT has some solution I'm unware of. I keep hearing Intel say bad things about Sun, but get real - why would Sun enable it's biggest competitor HP by porting their OS to HP's RISC chips aka Itanium.

To: Paul Engel who wrote (136171)	5/27/2001 9:48:05 PM
From: Rob Young	Read Replies (1) \| Respond to of 186894

<Re: "And it didn't weaken them... so you tell me what that means."> "Have you seen SUN's sales recently - and their stock price?" Paul, I wouldn't deny that. Everyone has slowed down. Yet recent reports have shown that Sun has actually gained share. (You're killing me as I didn't want to take time to cruise to find references. Surely you have read the following? Or do you just like to make me work for everything? But with all that whining... this took all of 1 minute): news.cnet.com "But despite the contracting market, Sun Microsystems and Dell Computer managed to eke out double-digit growth, while IBM stayed its course with sales remaining basically the same." "The large gains of Dell and Sun came at the expense of Hewlett-Packard and Compaq Computer, however: Both companies saw double-digit drops in growth, according to Dataquest analyst Shahin Naftchi. [Ooopps... one wonders why HP hit a bump with their big SuperDome out there for a while. Things aren't going well there with the BlooperDome.] Naftchi said Sun captured the top spot in Unix-server market share, with 45 percent of the U.S. pie. It shipped 30,663 units in the quarter. IBM, which grabbed 23 percent of the market, sold 15,775 units. Meanwhile, Dell came out of nowhere to capture 18 percent of the market, with 12,171 units, according to Dataquest." "They have taken as bad a beating as Intel." [Not at all, check your sources] "And when the economy improves (don't ask me when that will be) SUN will be stuck with their underperforming and 2 year late UltraSlow III - and Intel will have 1.7 GHz Xeons and 800 MHz ITaniums to take away market share." But Paul... that hasn't happened yet. It isn't about performance. It is about solutions. Until another Unix gets in the same position as Solaris, Solaris will remain the number one targetted Unix for development and support. In the Unix Enterprise space, it is all about support and application availability and that is why it is very difficult to rock let alone unseat Sun. Spoken as a big fan of Alpha. Fortunately, Alpha has some strong niches to help it along. But its growth is pitiful. Rob