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To: Amy J who wrote (178727)	7/17/2004 10:53:44 AM
From: The Duke of URL©	Read Replies (1) \| Respond to of 186894

Scott has some issues: Posted by: The Duke of URL In reply to: chipguy who wrote msg# 12541 Date:7/17/2004 12:58:18 AM Post #of 12542 The second Scott ports a full version of Solaris to AMD64 (and consequently Nocona), Sunw will no longer be in the Hardware business. Scott knows this. That is why the settlement with Microsoft was so vague as to how the two companies would "work together". That is why he tubed the old Solaris86 for Intel in 2000. That is why Fujitsu is going to make sparcs from now on. Scott will try to fend off Solaris on "Industry Standard Architecture" for as long as possible to milk what is left of the hardware profits. He knows he will have to eventually beat mircosoft at dot net. Can he? I don't think so, but I have been wrong before. In the meantime he is going to try to make Opterons his dumb terminals for his sun servers. As you point out, this wont work because the bottom line is the same. No one is dumb enough to get locked into a propietary software/hardware scheme. It didn't work for IBM's Microchannel, it won't work for Scott.

To: Amy J who wrote (178727)	7/17/2004 1:00:34 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 186894

I don't think Sun has a strategy actually. Theres a great article on BW online about sun, a must read for anyone interested in the tech industry imho, Sun: A CEOs last stand yahoo.businessweek.com I was just talking to some people last night about Sun. I am not an investor in Sun, just an interested party for a number of reasons. Although I am not averse to investing in them again if they ever get their groove back. Anyway we decided last night that sun although a broken company still has his heart, as compared to IBM which is something of an amorphous blob in terms of image and substance. I'm not sure if many here can make sense of what that means and I'm not sure I know how to characterize it myself. I think it means that Sun is still capable of coming up with the next big thing, whereas IBM is not. I don't think HP can come up with anything anymore either, although I don't know anybody from there it just appears that way from the outside