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

To: dmf who wrote (10551)	7/20/1998 11:23:00 AM
From: QwikSand	Respond to of 64865

The delays in the next big "flagship" Wintel products, NT 5 and Merced, are extraordinary boons for Sun and SUNW holders IMHO. Sun will be out there by the end of this year with a fast, solid, scaleable 64-bit SPARC/Solaris system. Solaris 2.7 would have a giant maturity advantage over NT 5 even if NT 5 came out on the same day in 1998. But NT 5 will come out at least 1.5 years later. Meanwhile, the wheezing, well-trained PR champions of the status quo try to make something important out of the Xeon chip, which IMHO is merely the best Intel can do while they finish Merced. Every new Intel processor, without exception since the introduction of the 386 a dozen years ago, has been initially, and briefly, touted as a "server" chip before ending up as just the next-rev desktop. The Xeon is different because its L2 cache runs at full speed? Gee, why don't I believe that? To the extent OEM's really do build enterprise-class machines out of Xeons, Solaris will be the best O/S for it and IMHO Intel knows it, and so does Microsoft. This unusual windfall situation in product dynamics is Sun's to blow.