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

To: Haim R. Branisteanu who wrote (9311)	4/26/1998 11:06:00 AM
From: E_K_S	Read Replies (2) \| Respond to of 64865

Hi Haim: Just read the article you posted and it appears that SUNW has focused it's strategy for both workstations and servers. There were a few items that caught my eye... From the article..."...Sun's most critical attempt to beat back the Intel tide revolves around workstations now in development based on its Ultrasparc III processor, which will sample this summer, reportedly in speed grades of 600 MHz. (The workstations themselves aren't expected to be announced until late this year.)..." Sunw also seems to be highlighting their "...UltraPort Architecture, that handles processor-to-memory, processor-to-graphics and processor-to-I/O transfers..." better that the current Wintel design. Also it appears that IBM is looking at a non traditional Wintel strategy too. My only concern is that SUNW may not have a fall back position if the market continues to demand the INTEL machines. Perhaps this is why sometime back Sunw announced their continued development of porting Solaris to the new INTEL Merced processors while advancing their UltraSparc products. I guess I would like to see SUNW and IBM work together on developing a better industry "UNIX/Solaris" standard for the enterprise platform. Part of this was accomplished with their joint JAVA development but it needs to be expanded to include (1) the hardware bus design, (2) the client/enterprise server and storage solutions and (3) providing complementary hardware/software configurations (ie."product solutions") which both IBM and SUNW can offer their customers. In other words, Sunw needs to move more towards the IBM camp to work together to grow those enterprise sales. This may be difficult for IBM as they continue to play both sides of the fence with their WINTEL products for the low end solutions and Unix (w/Power3 processor design) for their high end products. Maybe SUNW can integrate their enterprise storage technology with both the high and low end IBM platforms (ie. Unix and NT designs). This marketing strategy would provide SUNW market exposure to both these OS options without directly competing against MicroSoft, Intel or IBM. EKS P.S. Notice that the high end storage companies EMC and STK both reported excellent earnings and growing revenues. These stocks continue to hit multi-year highs.