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: QwikSand who wrote (63591)	1/2/2006 4:58:42 PM
From: shlurker	Respond to of 64865

This excerpt is from approximately 36:30 into the interview. i.i.com.com I listened to a good portion of the talk,. And FWIW here's my take on what he said. (Please keep in mind that that's the first CC i ever listed to...) 1)differentiate, differentiate,differentiate, to make SUNW unique somehow. So the following moves are where SUNW wants to go: 1.1)Subscribe, not buy is the business model of the future. He even imagined a day when say GM GIVES cars away and charges monthly for services such as On-star, music, rear TV's, maintenance & insurance? 1.2) SUNW bought that tape company mainly for its archives data("30% of worlds industry archives?") and "...as a better investment than 2% money-market for our cash" 1.2) Part of the 'community internet development' he wants SUNW to make their servers at the micro-code level(i think i heard that) to be smart enough to analyze and route "easy" client (or client-tasks?) . the other 3 mfrs - IBM, INTEL, AMD - are not doing that. The hope is SUNW can ofter the mfrs of such clients cheaper service. An example of 'easy' task: -a simple Ebay purchase. -this one's a big hit in Asia, he says: "the electronic Girlfriend" , which will send you a text nasty note if you forget her birthday! -- Altho he did mention '...power consumption..." as you quoted. Not too much time was spent on that... -- SUNW bought that tape company mainly for its archives data("30% of worlds industry archives?") and "...as a better investment than 2% money-market for our cash"

To: QwikSand who wrote (63591)	1/3/2006 8:44:37 AM
From: Sam Citron	Read Replies (1) \| Respond to of 64865

Ask Google what their power bill is. It's unfathomably large. It's probably as large as their payroll. I e-mailed Jonathan to ask for the basis of that opinion. His response: What I said was second to their personnel expense, my bet was power was their biggest bill. I'd venture a guess they have a few more than 40,000 servers (and interesting analysis is here: tnl.net And no matter what, their power bill is huge - as are the power bills of most companies deploying web infrastructure. Which is why we introduced a server that's 5x more power efficient... it's an awfully big market. What's more interesting is the 3M new internet users a week - how many cpu's will they require, and therefore, what's the collective power bill? --Sam