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Technology Stocks : IFMX - Investment Discussion -- Ignore unavailable to you. Want to Upgrade?

To: Mark Finger who wrote (8855)	1/19/1998 9:21:00 PM
From: paul	Read Replies (2) \| Respond to of 14631

" Sun is the big loser" - Oh come on Mark, how can you put DEC, Sequent and Sun in the same sentance and say this. Digital Unix is not even ported to IA-32 yet so any projections about its perfromance or market acceptance are way premature. Alpha is an intel killer on paper but not in the real world. Yes, Sun is trying to consolidate the market around Solaris - but are they going to get every Unix Variant to Run on Solaris - No. Due to the complex code sharing and joint developments these agreements entail i expect Sun to walk away from many low volume deals - Sequent ships around a 1,000 servers a year, 1/70 - 1/80 what Sun ships. Sun has a lot more at stake to improve Solaris in general rather than customize it so that every one of the less than 100 servers Sequent ships a month goes out with Solaris. I suspect DEC is a little more strapped for business and has less to lose by fiddling around with some vendors. As far as the public statements about Solaris's performance - remember there from a competitor of Sun's. NCR is the first licensee of Solaris and there not complaining about the scalability of Solaris and they specialize in VLDB's and huge multiprocessing machines.