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To: Jock Hutchinson who wrote (15194)	9/22/1998 12:11:00 PM
From: Jock Hutchinson	Read Replies (2) \| Respond to of 25814

Motorola Mulls More Chip Plant Closings: news.com Long term, this is precisely the sort of news that will bring the chip industry back into balance.

To: Jock Hutchinson who wrote (15194)	9/22/1998 3:18:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 25814

Hi Jock, >>>The decline in Sun's business was one of the reasons Erica Klauer cited in her downgrade of LSI.<<< I think she's premature about Sun's business declining. Sun's recent quarterly results also disagree with her. The reason Sun and UNIX aren't falling is because the "self fulfilling prophecy" about NT rapidly replacing UNIX isn't happening, because a lot of mid size and probably all large size workstation and server users are still leary of NT. Sun is undoubtedly losing low end workstation business to PCs, but they are making up for it at the high end (Starfire, aka E10000 series). Whenever anyone starts saying the mainframe (or UNIX, now) is dead, I have to drag out this post of mine (bottom of this post) to the Intel thread from earlier this year. It's mostly about S390 (MVS, IBM and compatibles) but you could sub in UNIX for a lot of it, especially in the scalability aspect. Also, apparently NT still crashes a lot more than UNIX. Another big boost for UNIX is the fact that Intel is getting into the foray: NEW YORK, Sept 17 (Reuters) - Intel Corp. said it has embarked on an effort to make peace among the computer companies selling the Unix operating system, a move that could exacerbate tensions with longtime partner Microsoft Corp. MSFT.O, the Wall Street Journal reported Thursday. Intel said Wednesday it will be working with major computer makers to develop common guidelines for Unix, the first time the Santa Clara, Calif., company has attempted such an effort, the report said. The companies comprise all the major Unix hardware companies, and are often bitter rivals selling high-end business computers using the Unix operating system, and each of them provides a slightly different version of the software, the report said. Those differences are enough to preclude the same application programme from running on different Unix computers, one of the reasons that Unix has been losing ground to Microsoft's rival Windows NT operating system, the Journal said. While Unix suppliers have tried many times over the years to develop a single version of the operating systems, their marketplace rivalries always got in the way of an agreement, the report said. REUTERS Rtr 05:21 09-17-98 www3.techstocks.com

To: Jock Hutchinson who wrote (15194)	9/22/1998 6:18:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 25814

Jock, reading your post again, did Erica say that LSI's sales to Sun were falling, or that Sun's business was falling, or both? If it's just the first, then my other post about Sun was somewhat off base (I was defending the UNIX camp, at least at the medium-high end on their continued strength). Anyway, below an interview with Sun's top guy Scott McNeally. Either things look great for Sun, or he's in dire need of a much bigger Lithium dose. Check it out. zdnet.com. Tony