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

To: Mark A. Forte who wrote (63526)	12/9/2005 1:16:12 PM
From: alydar	Respond to of 64865

Hi Mark, $60 would be amazing. I think we would need to see earnings of $2 per share for that to happen. It may but not soon. I did purchase 50, 2008 LEAPS, with a strick price of $5 and paid $1 for them. In other words, I need the stock to be over $6 per share by 1/08 to make any money. I am betting that it is much higher than that in two years. If not, I will never buy another share of Sun again:). Alydar

To: Mark A. Forte who wrote (63526)	12/9/2005 3:26:02 PM
From: Charles Tutt	Read Replies (1) \| Respond to of 64865

$60? Not in my lifetime! JMHO. Charles Tutt (SM)

To: Mark A. Forte who wrote (63526)	12/9/2005 6:12:54 PM
From: QwikSand	Read Replies (1) \| Respond to of 64865

Specific look at Niagra power consumption: aceshardware.com What I find interesting about this (and it's not that SUNW is going to $60) is that this chip is Sun's first cut at a low-power seriously thread-parallel processor (not to mention its first genuinely interesting chip design in a decade or so). In a real way, it's a direct head-on competitor to what the Itanium was supposed to have been: the way to make affordable servers more powerful (in compute terms) without simply cranking the clock, by using parallelism. Sun's approach to parallelism in the Niagara is multiple concurrent threads, which usually requires some action by the programmer. Itanium's was intra-thread parallelism--calculated by a fancy compiler and executed by a chip with a very wide instruction word that can be packed with unrelated operations to be executed concurrently. Below is a link to a good IEEE Computer article from 2000 on EPIC, the theoretical core of Itanium. The article comes from a paid archive as a PDF. It costs a buck or two but is well worth it--if you care to read a clear presentation by some smart guys of some of the technical CPU architecture issues that Niagra purports to address (though its focus is on EPIC/Itanium): csdl2.computer.org Compare to this quote from the end of the marketwatch article cited by Mark A. Forte: But CMP is only a temporary solution, he said. "CMPs cannot solve the power-efficiency challenge alone, but can simply mitigate it for the next two or three CPU generations," Barroso said. "Fundamental circuit and architectural innovations are still needed to address the longer-term trends." The "fundamental architectural innovations" were supposed to include EPIC--and might yet. That EPIC's initial commercial implementations were botched by Intel for 10 years doesn't mean it's completely dead given the growing importance of this power situation. --QS