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

To: Alok Sinha who wrote (6263)	12/18/1997 1:27:00 PM
From: High-Tech East	Respond to of 64865

Intel And Sun Micro Rivals? No Way -They're Buddies Date: 12/18/97 Author: Michael Tarsala In the Silicon Valley corporate jungle, fierce rivals one day make strange bedfellows the next. The latest example marries two makers of competing chips that power servers - Intel Corp. and Sun Microsystems Inc. Their unlikely alliance has the server world abuzz. And it has Microsoft Corp. and Hewlett-Packard Co. fuming, some analysts say. On Tuesday, Intel and Sun said they will make the next generation of Sun's Solaris operating system work with Intel's yet-to-be-delivered Merced processors. The companies will share hardware and software technologies through a cross-licensing agreement. That means they can share knowledge and design products without fear of getting sued by one another. ''It's a very important collaboration,'' said Janpieter Sheerder, president of Mountain View, Calif.-based Sun's software division, SunSoft. ''Sun and Intel will work together to forge and tune Solaris.'' The deal is a winner for both Intel and Sun, analysts say. Santa Clara, Calif.- based Intel gets a big boost in making Merced the preferred chip for future higher-end Unix computing, where Solaris is a leading player. Intel's chips and Microsoft's Windows software - in so-called Wintel machines - already dominate the desktop. Intel plans to release Merced in '99. And Sun, the world's largest workstation maker and second- largest server maker behind HP, gets to offer Solaris with another popular server chip aside from its own - Intel's. Sun itself probably will continue to sell servers only powered with its own chips. It'll license Solaris to other vendors wishing to use it with Merced in their machines. If Sun delivers Solaris for Merced on time, it will be among a handful of firms poised to offer a 64-bit operating system in computers when Merced comes out. Solaris-Merced is expected to run faster and more efficiently than Microsoft's Windows NT 5.0-Solaris. NT 5.0 will be a 32-bit system. The difference between 32 bits and 64 bits is significant, says Jerry Sheridan, an analyst with San Jose, Calif.-based Dataquest Inc. Bit refers to ''binary digit'' - the 0s and 1s of computer languages. The larger the number of bits per instruction that a computer can process - be it 8, 16, 32 or 64 - the greater the speed. Windows NT 5.0-Merced is ''similar to buying a car that can run 160 mph, and only putting fuel in that lets it go 60 mph,'' said Sheridan. Perhaps more important to Sun, coming out with Merced-powered Solaris on time will nullify a huge technology advantage for Hewlett-Packard, based in Palo Alto, Calif. HP is poised to deliver a new Unix operating system based on Merced at the 64-bit chip's introduction. What bothers HP about the Sun-Intel announcement is that HP has spent four years helping Intel design Merced, analysts say. ''HP's got to be wondering,'' Sheridan said. ''Here they thought they were all by themselves supplying Merced Unix to the high-end platform. Now they've got a buddy there. And I'm not so sure it was an invited buddy.'' The Sun-Intel announcement is ''not exactly a kick in the teeth,'' said Jim Carlson, marketing manager for HP's Internet applications and server division. It didn't come as a surprise. HP executives had known about it for several months, Carlson said. ''Part of the goal of Merced was for it to be pervasive in the server market,'' Carlson said. ''Sun is following HP. We're still three to four years ahead.'' Sun's Sheerder disagrees. He said Sun is ''very, very confident'' Solaris for Merced will be delivered when promised. The new Solaris already is designed, Sun executives say. ''We have that now, and it runs on Sun's chips.'' Sheerder said. ''Solaris was designed very carefully so it can run on different architectures. We wanted to be able to take advantage of new generations of chips that came along. Merced is an example of that.'' If Merced-powered Solaris comes out when promised, Sun actually could gain the upper hand on HP, says Jon Oltsik, an analyst with Cambridge, Mass.-based Forrester Research Inc. That's because HP doesn't have a Unix operating system running on Intel chips today. Sun does, although it generates a small amount of Sun's revenue. Sun is likely to exploit its expertise with Intel chips in its marketing, says Oltsik. Is the move toward Merced-powered servers a two-horse race between Sun and HP? Hardly, analysts say. At least one other server maker plans to be ready with a 64-bit Unix operating system when Merced is released: Santa Cruz, Calif.-based Santa Cruz Operation Inc. SCO is co-developing a 64-bit operating system with HP. They'll both have versions ready at the same time, the companies say. SCO already holds the majority of the market share for Unix servers that run on Intel chips. However, Oltsik and some analysts expect SCO will lose much market share once larger players invade its Intel-based niche. Meanwhile, Sun plans to keep advancing its UltraSparc line of processors. Sheerder says both Merced and Sparc-based Solaris will target the same broad business market. Making Solaris work with two processor types, says Sheerder, simply gives customers what they've asked for - choice. (C) Copyright 1997 Investors Business Daily, Inc. Metadata: INTC SUNW MSFT HWP SCOC I/3675 I/3572 I/8065 I/1004 E/IBD E/SN1 E/TECH

To: Alok Sinha who wrote (6263)	12/18/1997 4:38:00 PM
From: Sonki	Respond to of 64865

ntel And Sun Micro Rivals? No Way - They're Buddies Date: 12/18/97 Author: Michael Tarsala In the Silicon Valley corporate jungle, fierce rivals one day make strange bedfellows the next. The latest example marries two makers of competing chips that power servers - Intel Corp. and Sun Microsystems Inc. Their unlikely alliance has the server world abuzz. And it has Microsoft Corp. and Hewlett-Packard Co. fuming, some analysts say. On Tuesday, Intel and Sun said they will make the next generation of Sun's Solaris operating system work with Intel's yet-to-be-delivered Merced processors. The companies will share hardware and software technologies through a cross-licensing agreement. That means they can share knowledge and design products without fear of getting sued by one another. ''It's a very important collaboration,'' said Janpieter Sheerder, president of Mountain View, Calif.-based Sun's software division, SunSoft. ''Sun and Intel will work together to forge and tune Solaris.'' The deal is a winner for both Intel and Sun, analysts say. Santa Clara, Calif.- based Intel gets a big boost in making Merced the preferred chip for future higher-end Unix computing, where Solaris is a leading player. Intel's chips and Microsoft's Windows software - in so-called Wintel machines - already dominate the desktop. Intel plans to release Merced in '99. And Sun, the world's largest workstation maker and second- largest server maker behind HP, gets to offer Solaris with another popular server chip aside from its own - Intel's. Sun itself probably will continue to sell servers only powered with its own chips. It'll license Solaris to other vendors wishing to use it with Merced in their machines. If Sun delivers Solaris for Merced on time, it will be among a handful of firms poised to offer a 64-bit operating system in computers when Merced comes out. Solaris-Merced is expected to run faster and more efficiently than Microsoft's Windows NT 5.0-Solaris. NT 5.0 will be a 32-bit system. The difference between 32 bits and 64 bits is significant, says Jerry Sheridan, an analyst with San Jose, Calif.-based Dataquest Inc. Bit refers to ''binary digit'' - the 0s and 1s of computer languages. The larger the number of bits per instruction that a computer can process - be it 8, 16, 32 or 64 - the greater the speed. Windows NT 5.0-Merced is ''similar to buying a car that can run 160 mph, and only putting fuel in that lets it go 60 mph,'' said Sheridan. Perhaps more important to Sun, coming out with Merced-powered Solaris on time will nullify a huge technology advantage for Hewlett-Packard, based in Palo Alto, Calif. HP is poised to deliver a new Unix operating system based on Merced at the 64-bit chip's introduction. What bothers HP about the Sun-Intel announcement is that HP has spent four years helping Intel design Merced, analysts say. ''HP's got to be wondering,'' Sheridan said. ''Here they thought they were all by themselves supplying Merced Unix to the high-end platform. Now they've got a buddy there. And I'm not so sure it was an invited buddy.'' The Sun-Intel announcement is ''not exactly a kick in the teeth,'' said Jim Carlson, marketing manager for HP's Internet applications and server division. It didn't come as a surprise. HP executives had known about it for several months, Carlson said. ''Part of the goal of Merced was for it to be pervasive in the server market,'' Carlson said. ''Sun is following HP. We're still three to four years ahead.'' Sun's Sheerder disagrees. He said Sun is ''very, very confident'' Solaris for Merced will be delivered when promised. The new Solaris already is designed, Sun executives say. ''We have that now, and it runs on Sun's chips.'' Sheerder said. ''Solaris was designed very carefully so it can run on different architectures. We wanted to be able to take advantage of new generations of chips that came along. Merced is an example of that.'' If Merced-powered Solaris comes out when promised, Sun actually could gain the upper hand on HP, says Jon Oltsik, an analyst with Cambridge, Mass.-based Forrester Research Inc. That's because HP doesn't have a Unix operating system running on Intel chips today. Sun does, although it generates a small amount of Sun's revenue. Sun is likely to exploit its expertise with Intel chips in its marketing, says Oltsik. Is the move toward Merced-powered servers a two-horse race between Sun and HP? Hardly, analysts say. At least one other server maker plans to be ready with a 64-bit Unix operating system when Merced is released: Santa Cruz, Calif.-based Santa Cruz Operation Inc. SCO is co-developing a 64-bit operating system with HP. They'll both have versions ready at the same time, the companies say. SCO already holds the majority of the market share for Unix servers that run on Intel chips. However, Oltsik and some analysts expect SCO will lose much market share once larger players invade its Intel-based niche. Meanwhile, Sun plans to keep advancing its UltraSparc line of processors. Sheerder says both Merced and Sparc-based Solaris will target the same broad business market. Making Solaris work with two processor types, says Sheerder, simply gives customers what they've asked for - choice. good luck. collect while price is low.my target in 99 $94

To: Alok Sinha who wrote (6263)	12/19/1997 1:39:00 PM
From: Gary Korn	Respond to of 64865

SUNW block trades (20K+) so far on Fri., 12/19: tl: prev: SUNW 20000 SUNW - Transaction Log 1:39:49 S 25000 37.6 11:24:34 S 25000 36.1 1:32:25 S 25000 37:T 11:23:56 S 30000 36:5 1:19:44 S 25000 37:9 11:21:26 S 25000 36.3 1:17:44 S 20000 37.5 11:20:06 S 25000 36.4 1:17:38 S 25000 37.4 11:19:59 S 25000 36.2 1:10:36 S320000 37.5 11:18:47 S 22900 36.3 1:09:37 S 25000 37.3 11:18:39 S 50000 36:3 1:03:01 S 25000 37:7 11:18:21 S 50000 36.1 12:52:41 S 25000 37:9 11:15:52 S 25000 36.1 12:46:23 S 25000 37.5 11:12:10 S 50000 35:5 12:34:57 S 25300 37 11:09:18 S 25000 36 12:33:00 S 25000 37 11:06:33 S 25000 36.1 12:08:26 S 25900 36.3 Z 11:06:00 S 25000 36:3 11:53:14 S 25000 36.7 11:04:44 S100000 36.1 11:52:22 S 25000 36.7 11:04:19 S 25000 36:3 11:51:58 S 25000 36:F 11:04:02 S 25000 36.2 11:51:54 S 23900 36.3 Z 11:03:31 S 25000 36.3 11:48:13 S 32700 36.3 Z 11:03:12 S 25000 36.2 11:43:18 S 20700 36.3 Z 11:02:44 S 25000 36.2 11:42:06 S 20000 36:7 11:02:23 S 25000 36.3 11:26:09 S 20000 36.1 11:01:58 S 25000 36:5 11:00:58 S 25000 36.3 10:15:09 S 25000 36:F 11:00:45 S 25000 36.4 10:10:39 S 25000 37 10:59:10 S 25000 36:7 10:10:24 S 50000 36.7 10:57:07 S 25000 36.4 9:54:37 S 50000 37.1 10:56:33 S 24000 36:7 9:54:36 S 50000 37 10:56:23 S 25000 36.5 9:49:53 S 50000 37 10:55:59 S 25000 36.4 9:44:55 S 25900 36.2 Z error 10:55:15 S 25000 36.5 9:43:53 S 75000 36.5 10:54:36 S 50000 36.5 error 9:43:33 S 75000 36.6 10:52:57 S 50000 36.6 9:43:33 S 33100 36.6 10:52:36 S 50000 36.6 9:41:58 S 25000 36:T 10:50:29 S 20000 36:E 9:41:42 S 25000 36.6 10:49:52 S 25000 36:T 9:41:05 S 25000 36.6 10:44:18 S 25000 36.7 9:41:00 S 50000 36.5 10:40:16 S 25000 36:F 9:39:13 S 25000 36.4 10:39:31 S 30000 36.6 9:37:37 S 25000 36.5 10:32:01 S 30000 36.7 9:37:28 S 28600 36.3 10:24:19 S 25000 36.6 9:36:32 S 50000 36.3 10:24:04 S 25000 36.5 9:36:00 S 50000 36.4 10:21:31 S 25000 36.6 9:35:46 S 50000 36.2 10:18:01 S 25000 36.7 9:34:04 S A 36.2