Sun Microsystems kommen die oder?????
Alte Tiefkurse von 2,30 bis 2,50 € wieder zu sehen halte ich für sehr wahrscheinlich. Dann watchenswert.
Ich Verkaufe, sobald ich wieder halbwegs im Plus bin.
Das macht eine Firma nur einmal mit mir(so eine Verarsche).
nicht, das ich das gut finde, was die abgezogen haben (wer auch immer "die" sind und ob "die" tatsächlich das bewusst so geplant und durchgeführt haben) aber das ist halt der Preis den man bezahlt wenn man irgendwelchen vermeindlichen News hinterherhechelt um ein paar Prozent abzustauben. Dieses Risiko ist immer mit dabei, wird aber gerne
übersehen. Information ist das Eine. Wissen, das andere.
Solange JAVA als Standard gilt, wird es auch Sun geben und wenn man den Meldungen trauen
kann, dann mischen die in Zukunft den Markt gehörig auf, mit ihrem Chip.
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Wertpapier: Sun Microsystems (alt) |
Die Sun Aktie verliert vorbörslich um 12.93% auf $3.36.
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Shares of Sun Microsystems fell 11.9 percent to $3.40 in pre-market trades on Instinet. The drop put pressure on the tech sector as stocks headed for a lower open on Tuesday. Sun (SUNW said after the bell on Monday that the revision would result in the network-computer company posting a revised loss of $1.04 billion, or 32 cents a share, for the quarter ended June 30, wiping out the previously announced profit of $12 million.
Sun said it anticipates a loss of between 7 cents and 10 cents a share for the first quarter of fiscal 2004, which ends this week. A survey of analysts by Thomson First Call had forecasted a loss of 2 cents per share.
Morgan Stanley cut Sun Microsystems to "underweight" from "equal weight."
Bear Stearns slashed the stock to "underperform" from "peer perform."
A.G. Edwards downgraded the stock to "sell" from "hold."
"The factors behind (Monday's) update are more company-specific and permanent," J.P. Morgan Securities said. "We believe the deteriorating outlook reflects a sustained industry shift away from UNIX systems to industry standard servers, particularly Linux-based, and that this shift would accelerate in the early stages of a recovery."
The warning is likely to focus investor attention on software companies with exposure to the Sun platform, Banc of America Securities research said, citing potential impact on Veritas (VRTS , BEA Systems and BMC Software
Merrill Lynch lowered its fiscal 2004 revenue estimate for Sun by $100 million to $11.2 billion and its bottom line forecast to a 4 cent-a-share loss from an earlier breakeven projection.
Der Software-Gigant Microsoft Corp. meldete heute, dass die Java-Technologie von Sun Microsystems Inc. länger als geplant im Betriebssystem Windows verwendet wird.
Ursprünglich wollte Microsoft diese Technologie nur bis Ende 2003 in Windows integrieren. Im Rahmen eines neuen Abkommens zwischen den beiden Unternehmen wird die Technologie noch bis Ende September 2004 verwendet.
Sun Microsystems hatte Microsoft vor mehr als drei Jahren auf 1 Mrd. Dollar Schadenersatz verklagt, weil Microsoft eine Version von Java verwendet haben soll, die nicht kompatibel mit der Version von Sun sein soll. Microsoft hatte daraufhin die Java-Technologie aus Windows entfernt, wurde aber von einem US-Gericht verpflichtet, sie wieder in das Betriebssystem zu integrieren. In einer Berufungsverhandlung wurde Microsoft endgültig erlaubt, Java zu entfernen.
Die neue, verlängerte Vereinbarung zwischen den Softwareherstellern soll nun den Nutzern genug Zeit geben, das Betriebssystem zu wechseln. Außerdem werde so die Sicherheit für die Nutzer erhöht, da Mängel in der Software von Hackern nicht so einfach ausgenutzt werden können.
Die Aktie von Microsoft gewann gestern 0,38 Prozent auf 29,19 Dollar. Die Papiere von Sun Microsystems legten 2,48 Prozent auf 3,39 Dollar zu.
Last modified: October 12, 2003, 9:00 PM PDT
By Stephen Shankland
Staff Writer, CNET News.com
Sun Microsystems will announce Monday that its upcoming UltraSparc IV processor will outperform its predecessor by a factor of 1.6 to 2, providing more competition to Intel, IBM, Advanced Micro Devices and others.
At this week's Microprocessor Forum in San Jose, Calif., the company will announce that it expects to begin making UltraSparc IV later this year, and it will debut at a speed of 1.2GHz in products by June 2004, said Andy Ingram, vice president of Sun's processor marketing group.
UltraSparc IV packs two UltraSparc III processor cores onto a single slice of silicon. IBM used a similar technique to make its Power 4 processor, and Intel plans to follow suit with its Xeon and Itanium chips. Sun's chip will be able to plug into the same sockets as an UltraSparc III, meaning customers can upgrade their computers rather easily.
Although Sun is remaking itself as a supplier of integrated collections of hardware, software and services, new chips remain an essential foundation for the company's products. UltraSparc IV should be fast enough to retain Sun's most loyal customers, said Insight 64 analyst Nathan Brookwood.
"This keeps Sun in the running," Brookwood said. "I don't know that UltraSparc IV by itself is going to persuade people...to switch to Sun, but it should keep those already in the tent (staying) in the tent."
Sun has been challenged by the arrival of increasingly powerful processors from Intel and was forced to abandon its UltraSparc-only approach by using "x86" processors such as Xeon and Itanium from Intel and Athlon from AMD. Indeed, Sun will rely on these outside chips, said David Yen, executive vice president of Sun's processor and network products group.
The latest performance figure compares computing tasks running on a 1.2GHz UltraSparc IV and a 1.2GHz UltraSparc III, Ingram said. "Over the life of UltraSparc IV, we should yet again double throughput, at least at the processor level," he said.
Performance improvements are critical for Sun, RedMonk analyst James Governor said. "When it comes to chips, they have been getting hammered. Just in terms of raw power, they are behind," he said.
Like Intel with Itanium, Sun has missed deadlines for shipping some chips, but its record is improving, Brookwood said.
The first UltraSparc IV will be built using a 130-nanometer manufacturing process, but a newer version expected next year will use a 90-nanometer technique, Sun said. (A nanometer is a billionth of a meter. Manufacturers keep building chips with smaller elements, so they can squeeze more circuitry onto the same-size chip.)
Best buddies
At this week's show, Sun and Texas Instruments will celebrate the 15-year anniversary of their partnership. TI is helping to engineer the 90-nanometer UltraSparc chips, said Julie England, the Texas Instruments vice president responsible for the Sun work.
"With Sun, we're in the middle of sampling product now," England said. "By the fourth quarter of next year, we hope to be ready to ramp to volume."
Sun plans to add new reliability features with the 90-nanometer chip, Ingram said. Further improvements, such as the incorporation of circuitry to accelerate encryption and networking, will be offered in future versions.
The 90-nanometer manufacturing process will use a technology called strained silicon to wring more speed out of the chips, England said. In addition, it will use a technology called "low-k dielectric" more widely than current chips and will push one key measurement, the length of a fundamental circuit component called a gate, down to 37 nanometers.
One tangible improvement with the 90-nanometer process: Each transistor in the chip can switch off or on 50 percent faster than with 130 nanometers, English said.
The size of the UltraSparc IV die is 356 square millimeters, Sun said. That compares with 374 square millimeters for the high-end Itanium 2 with 6 megabits of cache memory and 267 square millimeters for the Power4+.
Smaller chips are less expensive to manufacture and consume less power.
A new direction
Sun's chip design plans have changed dramatically since the acquisition of Afara Websystems, a start-up that employed some original UltraSparc I designers.
Sun previously had been focusing on executing instructions as fast as possible on a chip, a task made difficult by the inevitable delay of communicating with a computer's main memory. Chip designers have compensated by adding ever larger amounts of higher-speed cache memory to store frequently used information, but that's an approach that makes the chip much larger and more expensive.
With the Afara technology, Sun has taken a new approach that emphasizes running several tasks, or "threads," simultaneously, switching to a new thread when one runs into the memory bottleneck.
Though it has yet to be proven with real-world designs, Sun's new approach is a compelling way to deal with the problem of memory delay, called latency, Insight 64's Brookwood said. "They've started tackling latency in a very positive way," he said. "Instead of trying to paper over latency with bigger and bigger caches, they're saying, 'Let's design a chip that says latency is a fact of life and makes the best of it.'"
The first Afara processor, code-named Niagara, will arrive in 2005 or 2006. It's designed for lower-end servers that handle chores such as serving Web pages. A still-unnamed higher-end processor will be able to handle individual tasks quickly as well as juggle between multiple ones.
The brand name for this post-UltraSparc V processor has yet to be determined, Ingram said. Ingram said that processor will combine chip technology from today's UltraSparc lineage, Afara and the MAJC that Sun years ago had hoped would succeed UltraSparc.
jetzt wär ich leicht im plus
was raten die experten alles verkaufen, behalten kommt noch was?
ist die gewinnwarnung voll eingepreist oder kommts beim rauskommen der offiziellen zahlen nochmal zum kursrutsch
das mit dem Chip interessiert niemand so richtig, weil er nicht da ist - es sind wohl auch Fragen der Kühlung nicht geklärt ...
deswegen ist auch der Kurs damals nicht rauf
ich kann dir schlecht eine Empfehlung geben, denke aber wenn du im Plus bist das es für das Geld momentan bestimmt aussichtsreichere Kandidaten gibt
bin auch etwas auf die Meldung reingefallen - wenn die jetzt einen fertigen Computer gezeigt hätten der 5x schneller ist als ein P4 dann wärs wohl durch die Decke gegangen ... aber wie ich auch aus der Meldung lese ist das erst nächstes/übernächstes Jahr
und die Konkurrenz schläft nicht
wenn es allerdings bis dahin kein anderer geschafft hat könnte ...
wie gesagt - die Meldung hat keine Euphorie ausgelöst - und die werden schon wissen warum nicht
andererseits sind sie wohl grad auch am Boden - da sollen Restrukturierungen anlaufen und vielleicht wirds ja was
Sun-CEO Scott McNealy sagte, er wisse, dass Sun wachsen müsse. Allerdings habe das Unternehmen positive Rückmeldungen von Kunden, besonders auf die jüngst eingeführten niedrigpreisigen Computer. Davon sei in nächster Zeit viel Schwung für das Unternehmen zu erwarten. Report hier
http://www.finanztreff.de/ftreff/...ektion=nachrichten&awert=&u=0&k=0
