RE: [cobalt-users] OT Sun Stock

["E.B. Dreger" <eddy+public+spam@xxxxxxxxxxxxxxxxx>]

DK> Date: Wed, 1 May 2002 12:41:30 -0400
DK> From: Dan Kriwitsky


DK> SAN FRANCISCO, May 1 (Reuters) - Bear Stearns investment bank
DK> on Wednesday said it cut its rating on computer maker Sun
DK> Microsystems Inc. (SUNW) to ``neutral'' from ``buy'' after
DK> Sun Chief Operating Officer and President Ed Zander announced
DK> he would retire.

...handing over his duties to McNeally.

Quick, everyone buy more Cobalts -- the future of humanity
depends on it! ;-)

I like Sun proper gear, and Cobalts have their place... but the
apparent business strategy of "flip off the gorilla" is just
plain silly.  I hate to say it, but I tend to agree with Paul
Jacobs that Sun has a questionable future because it's doing a
poor MS imitation.  (And, Paul, that's about the extent of my
agreement with you.  No less, and certainly no more.)

As computer systems drop in price, mass production and doubling
time are the way to stay in the game, especially when price is a
big motivator.  Intel got to where they are by being the chip in
mass-produced PCs.

I think I shall continue to develop on x86/BSD, and daydream
about what the Alpha would be now had DEC not sold out.  RIP
21x64.  Looks like the Power4 is the chip over which to drool
for the next several years.

Quick tangent:  What's really funny is the concern over server
CPU power.  For most machines, the DISK is the limit, unless
software is poorly written.  Honestly, how much CPU should it
take to read a few disk pages, process the data a bit, and send
them on their merry way?  (Then again, I like running BSD.
Kernel queues on Open& and Free&, accept filters on Free&, and
async I/O to boot... mmmm....)

Hopefully the new RaQ runs mirroring on fast SCSI drives and has
sufficient memory out of the box... the XTR was a step in the
right direction, but I think a few more steps are needed.


--
Eddy

Brotsman & Dreger, Inc. - EverQuick Internet Division
Phone: +1 (316) 794-8922 Wichita/(Inter)national
Phone: +1 (785) 865-5885 Lawrence

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