Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: MJ who wrote (63274)	9/12/2005 10:42:20 PM
From: Joe NYC	Read Replies (1) \| Respond to of 64865

mj, The server priced at $750 is what seems to be the big tout in the news. It's the low end configuration of the 2100 line, which is low end of the server market. Not the very bottom, where Dell sells some Celeron based boxes, but something enterprises would consider for things like web servers etc. Dell, BTW, sells tons of these boxes and no one else offers Opteron for this segment of the market. All of the other Opteron boxes from Sun, HP and IBM aim a bit higher. So it is an opening for Sun to gain some unit volume. 4100 is kind of unique in that it offers some management and reliability features that Dell DL-145 and IBM and e326. 4200 aims straight at HP DL-385, a mainstream box where there is a lot of volume. HP is BTW the leader, and HP still has a more more complete line of Opteron offerings than Sun. HP has more up to date workstation and 3 models of blades covering the entire blade market. They helped HP make significant inroads into the blade market, forcing IBM to react and release Opteron blade as well. Sun needs to come out with blades. I suspect that the future members of Galaxy family will be updated 4-way box (probably lower profile than 4U HP box) and what everybody is waiting for is the 8 way box, which, with 16 cores, should go way up to the high end. There is some speculation of an early release of 4 core Opteron (2006), which should increase performance another 75% or so. Joe