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To: Dan3 who wrote (82810)6/18/2002 5:52:35 PM
From: kapkan4uRead Replies (1) | Respond to of 275872
 
<7 million units at $58? >

This is severe. I was looking for 7M at $65. R&D will be high too. The stock can see $5 before its over.

Kap



To: Dan3 who wrote (82810)6/18/2002 7:39:38 PM
From: Monica DetwilerRespond to of 275872
 
Remember the excitement when the AMD fan boys proclaimed that SUN would use Athlons in their upcoming Linux servers?

"The Sun server, to be officially named Cobalt LX50, is the company's first general-purpose server to run Sun Linux and could be attractive to customers looking for a system to handle tasks such as e-mail, file and media serving. The new server will use two 1.4GHz Pentium III processors from Intel"

June 18, 2002 02:42 PM

Sun's 'Big Bear' Linux server to appear in August
By Ashlee Vance

SUN MICROSYSTEMS WILL announce its controversial Linux server, code-named Big Bear, this August at the LinuxWorld conference, showing a dual-processor system that runs on chips from rival Intel, according to sources familiar with the company's plans.

The Sun server, to be officially named Cobalt LX50, is the company's first general-purpose server to run Sun Linux and could be attractive to customers looking for a system to handle tasks such as e-mail, file and media serving. The new server will use two 1.4GHz Pentium III processors from Intel and two 72G-byte hard drives, the sources said. Future versions of the server will also likely come bundled with several software packages, including Sun's Grid Engine software, which manages large collections of servers, and Sun ONE Internet server-related software.

The LX50 will be announced by Scott McNealy, Sun's chairman and chief executive officer, during his keynote speech at the LinuxWorld conference here, the sources said. Sun announced plans to roll out Linux-based servers earlier this year, but has yet to provide many details on the systems.

The Linux server marks a controversial departure from Sun's focus on its own Solaris operating system and UltraSPARC processors. The company has claimed that the combination of Solaris on the UltraSPARC chips gives it a performance edge over the competition, but then altered this stance to say that Linux running on Intel chips is well-suited to edge computing tasks, such as streaming video or serving e-mail. Sun has used a tweaked version of Red Hat Linux on some server appliances but will now use its own Sun Linux on the new servers.

A Sun spokeswoman said the company cannot comment on unannounced products.

Sun's release of its own version of Linux could help bolster the success of the open source operating system, said one analyst, who declined to comment on specific details of Sun's server plans.

"Sun Linux helps further the idea of a Linux ecosystem," said Stacey Quandt, an industry analyst at Giga Information Group in Cambridge, Massachusetts. "Now the environment around Linux is much more holistic."

Quandt said that Sun Linux along with Red Hat and UnitedLinux -- a version of Linux from a coalition of vendors -- should help spur software support for the Linux OS from third parties.

Sun, however, will need to catch up with Red Hat, which has already formed strong relationships with large business software makers like Oracle, Quandt said.

The new Sun server also will shake up the hardware market, in which companies like Dell have been able to edge in on Sun's business with low-cost machines. Analysts have said that Sun's release of a Linux server is a response to these market pressures.

The use of Intel chips is also somewhat controversial given Sun and Intel's contentious relationship. Intel is looking for its 64-bit Itanium processor to take high-end server market share away from Sun.

The Sun Cobalt LX50 will fit into the low-end of the company's server line. Pricing was not available for the system.