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To: The Duke of URL© who wrote (178760)	7/20/2004 4:16:32 PM
From: Lizzie Tudor	Respond to of 186894

I don't know if you know anyone at Sun but your assessment is pretty far off of their current strategy. They are working on cluster computing to enable the really big commerce sites like Gmail and amazon. There are commodity chips involved (mostly AMD) and then those Sans but the Andy Bechtolsheim division is NOT transitioning to software. The sparc group is going away, true but thats a different thing. edit- Sun posted good numbers tonight, they got a lot of money from the msft settlement of course, but their revenue also rose. I will listen to the call and see what they say about "utility computing" and "cluster computing" to figure out what exactly it is

To: The Duke of URL© who wrote (178760)	7/20/2004 4:18:47 PM
From: Saturn V	Read Replies (1) \| Respond to of 186894

McNeeley... knows very well that Sunw is fighting what in war would be an orderly retreat. He must allow the gradual transition of Sun to a software company. He must allow time to transition out of the hardware business. But he also knows that unless he makes statements like this, his existing clients will catch him in the lie, and abandon sun altogher My thinking is along the same line. Sun needs to reinvent itself as a software company or an integrator. The cost of completely developing a custom processor cannot be supported any company except IBM. Sun was born as a computer integrator of industry standard building blocks, seamlessly integrating the Motorola 68000,Unix and the Ethernet network , and used the magic mantra "the Network is the Computer". McNeeley appears to be out of new workable ideas and the noose around his neck is slowly but inevitably getting tighter. The days of SPARC are numbered, and Solaris will have to migrate to x86-64 or Itanium.