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

To: Stormweaver who wrote (15881)	4/28/1999 6:42:00 PM
From: Alok Sinha	Respond to of 64865

And if you have seen recent announcenments from SUN, they are consistently trying to be the computation engine for the NT desk-top. If I recall correctly, a few weeks back when they announced some products related to improving NT performance, the stock jumped 8-10 bucks. Regards Alok

To: Stormweaver who wrote (15881)	4/29/1999 2:06:00 AM
From: paul	Read Replies (1) \| Respond to of 64865

James Nicoll said "..SUNW needs to learn how to embrace the PC in some way to become long in my mind; through x86 or maybe they can hang on until merced ?" Hmm..looks like the inventors of Merced are passing on it as well... HP Cools To Merced Servers By Martin Allen and John Dunn Network Week 04/21/99, 3:05 p.m. ET techweb.com Hewlett-Packard, co-developer of Intel's IA-64 architecture, has hinted the company may not use the Merced chip in its first IA-64 ready server, the N-4000. The Palo Alto, Calif., company suggested it might wait instead for Intel's McKinley chip, alater increment of the IA-64, and continue using its own PA-RISC design in the interim. "The original idea was to target on Merced. Now they [the Unix division] are looking at whether McKinley would make better sense. It would offer better price/performance," said Hugh Jenkins, HP's enterprise product marketing manager. The move could be embarrassing for Santa Clara, Calif.-based Intel, which wants to position the IA-64 for the higher-end Unix server market at the earliest opportunity after its expected launch next year. Merced would make its first appearance in lower-specification PC and Unix servers as scheduled. HP is using PA-8500 processors in the new N-class and indicated two more versions of RISC could be developed before the performance benefits from IA-64 became apparent. The company provided only sketchy details of these chips, the PA-8800 and PA-8900, though the latter was expected to run at clock speeds approaching 1 GHz. If Merced cannot show a significant performance benefit, then the success of the chip could be called into question. Jane Doorly, vice president and director of research at Stamford, Conn.-based Gartner Group, speculated the chip could become a proof of concept product for IA-64. "It depends what they mean by using Merced," she said. "They might use it as proof of concept, showing it can be used in anger." According to Intel, Merced was still on track for release. "Test devices will be released in the middle of this year with the final version at the same time next year," said Graham Palmer, an Intel spokesman. "We have good commitment from the OS vendors," he said, though he refused to be drawn on Hewlett-Packard's apparent coolness toward Merced. Gordon Graylish, Intel's director of marketing for EMEA, said vendors would be looking to the long term. "IA-64 is the architecture for the next 10 to 15 years. Where do you want to put your money?"

To: Stormweaver who wrote (15881)	4/29/1999 2:19:00 AM
From: paul	Read Replies (1) \| Respond to of 64865

Im encouraged that you (rightfully)think Sun stands to pick off some of its traditional competitors but Sun's growth spurt is coming from new ecommerce vendors and service providers - ebay, amazon, cdnow, egghead.com, outpost.com, AOL, Exodus - all Sun customers - these guys arent locking down their data centers and waiting until Y2K is over like traditional ERP and database customers. This is a big reason why Sun is growing much more rapidly than its competitors - Sun has been talking about computing as being a utility for years now and everyone else is just catching on with the Internet and Sun has been their for years building the plumbing with the best TCP/IP engineers in the world. your claim that Sun needs to "embrace the PC" is pretty funny. The PC is a blip on the radar never mind being a horrible business except for Microsoft. Repeat after me...The NETWORK is the computer....