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To: Jay who wrote (78696)4/14/1999 11:33:00 PM
From: Amy J  Read Replies (1) | Respond to of 186894
 
Hi Jay, Re: "That's why we are all in this stock. At the same time - there is a troubling trend - as the low-cost CPUs get faster and faster they will be able to handle tasks like web-serving etc."

There's still quite a ways to go, especially when you factor in the evolution of text to graphics, and now static graphics to live full-motion video on the Internet. Even banner ads are changing from text/static graphics to video (e.g. InterVU).

Re: "Also don't forget the use of server farms made up of multiple cheap PCs."
It depends what the server farm is doing... if it's just a bunch of e-gateway machines which transmit static text material, sure, but that's old. The new server farms which are streaming, have mentioned they need the best.

Re: "After all if common network cards max out at 10Mbs - how much CPU power do you need to saturate the connection? Not much."

Full-motion doesn't quite adequately run on a standalone PC yet, so we need to start there.

Re: "SUNW is in command of the high end now I believe - so that's another factor."

I wonder what their revenue & profits are in this particular space?

Best regards,
Amy J