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

To: H. Wai who wrote (10269)	6/30/1998 11:32:00 AM
From: antitrades	Read Replies (1) \| Respond to of 64865

"It's good for Sun investor to see Intel delaying the introduction of the Merced. However, in long terms, Intel competes with Sun in the server and workstation market." Oh, that's just great! Now we'll have Solaris on Sparc & Merced! Solaris/Sparc vs. Solaris/Merced! Who's winning this battle? Maybe Solaris? Antitrades!

To: H. Wai who wrote (10269)	6/30/1998 12:03:00 PM
From: Charles Tutt	Read Replies (1) \| Respond to of 64865

HP, DEC, IBM, SGI and others (including, for that matter, the Wintel group) have "compete[d] with Sun in the server and workstation market" for some time, and Sun has continued to grow. Xeon, Merced, etc. are just a continuation of the current situation. JMHO.

To: H. Wai who wrote (10269)	7/1/1998 5:44:00 AM
From: Chung Yang	Read Replies (2) \| Respond to of 64865

H.Wai: Lets make a distinction here, perhaps things will be clearer. Intel does not necessary compete with SUN directly since Intel generate revenue from selling microprocessors and SUN make money from sellings workstations and servers among other things. Just because Intel produce microprocessor it does mean that they have the technology to make workstations and servers. To make a server is not like making a PC. When some CEO tells you that they will "bring PC scale of economy to server". They actully don't know what they are talking about. Unlike PCs, in server, the most expensive part of the machine is often not the microprocessor. The components required for the systems are much more expensive. That is why you see very little price differentiation between equivalent PC and UNIX servers. The software required to run those servers are equivalently more expensive. Multi-user network NT per user is actually more expensive than SUN Solaris in some cases. To answer your question directly, Xeon is still a low to mid end microproessor. It is still a 32 bit microprocessor that uses winNT. It still only scale up to 8 (if that). When Merced comes out, it may compete in the mid or high range. But that remains to be seen, you won't really see the result for another 5 years. New chips are always pretty buggy. There are no softwares to run on Merced. Remeber SUN is not standing still. They just proved that they can make superior workstations in the price range of PCs. Who knows what they will do next? - Chung >>> Chung Yang, I am not saying Sun's hardware business is not good this quarter. I think Sun does very well in the Starfire, Enterprise 450, low end storage products and low end workstations. However, the introduction of the Xeon processor competes with Enterprise 450 and the low end workstation market. The Merced competes with Sun's higher end server market. It's good for Sun investor to see Intel delaying the introduction of the Merced. However, in long terms, Intel competes with Sun in the server and workstation market. I am not talking about the current quarter, I am talking about in the near future. Regards, H.Wai <<<<

To: H. Wai who wrote (10269)	7/1/1998 1:53:00 PM
From: paul	Read Replies (1) \| Respond to of 64865

you cant cluster Xeon's beyond 2 processors - you can give it any name you want but weve seen this chip before - its called IA-32, aka x86. When is Merced coming out - 2000 and what? When is NT going to be enterprise ready to take advantage of these non-existant systems? - there is a strong chance that NT 5.0 will not come out at all in 1999 at all since their beta program has been seriously delayed. Is NT 5.0 64 bit - no. Its 4.0 just 3x larger to patch all the bugs. Where will Sun be in 2 years?