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Conference heron::euro_swas_ai

Title:Europe-Swas-Artificial-Intelligence
Moderator:HERON::BUCHANAN
Created:Fri Jun 03 1988
Last Modified:Thu Aug 04 1994
Last Successful Update:Fri Jun 06 1997
Number of topics:442
Total number of notes:1429

109.0. "EuNOCC: July product announcements-note AI piece" by HERON::ROACH (TANSTAAFL !) Thu Jun 01 1989 15:13

Printed by: Pat Roach                                    Document Number: 007423
--------------------------------------------------------------------------------

                  I N T E R O F F I C E   M E M O R A N D U M

                                        Date:     01-Jun-1989 12:10pm ETE
                                        From:     John Cloke
                                                  CLOKE
                                        Dept:     E/ACT Technology
                                        Tel No:   828-5787

TO: See Below

Subject: EuNOCC: July product announcements

		******* COMPANY CONFIDENTIAL *********

NB: the training part is US side; but the description of new products is 
interesting to us all.
Rgds,
john

From:	NAME: SUSAN CHITTENDEN              
	FUNC: U.S. SALES SUPPORT              
	TEL: 264-5315                         <CHITTENDEN AT A1 AT OFFPLS AT MKO>
Date:	18-May-1989
Posted-date: 19-May-1989
Precedence: 1
Subject: F.Y.I.:   JULY ANNOUNCEMENT TRAINING UPDATE

To:	See Below

TO:   AREA SALES SUPPORT MANAGERS
      AREA SOFTWARE BUSINESS MANAGERS

CC:   DAVE SALMI
      RICK WELCH
      BOB BERKELEY
      BOB GRIFFIN

   *********************************************************************

   THIS MESSAGE IS FROM BILL HORZEMPA, RICK BRIMER AND SUSAN CHITTENDEN

   *********************************************************************


COMMENT:  WE ARE PROVIDING THE FOLLOWING INFORMATION SO THAT YOU CAN BEGIN 
          PLANNING FOR THE UPCOMING TRAINING EVENTS FOR PRODUCTS SCHEDULED 
          FOR JULY ANNOUNCEMENT.


PRODUCTS INCLUDED IN THE ANNOUNCEMENT: 

VAX 6400         (Rigel) 1-6 CPU configurations, Symmetric Multiprocessing, 
                 7-36 VUPS, CALYPSO platform.  6 VAXBI, 32-256 MB memory.  
                 System, server and cluster configurations.

MicroVAX 3100    (Teammate II)  2.4 VUP Q-Busless MicroVAX systems with up 
                 to four 105MB RZ23 disks for general purpose computing.

VAXserver 3100   2.4 VUP Q-Busless VAXserver system with up to four 105MB 
                 RZ23 disks for dedicated application server environments.
                 
DECsystem 5400   (Mipsfair) Single Processor 15 MIP Low End System for 
                 Compute/File Server and General Purpose workgroup 
                 environments for customers running Unix applications.

DECsystem 5800   (ISIS) Single and Dual Processor (20 to 40 MIP) Systems 
                 for Compute/File Server and General Purpose departmental 
                 environments for customers running Unix applications.

                 The ISIS and Mipsfair products are continuations of the 
                 RISC family.

DECstation/system 2100  8-10 MIP RISC workstation/multi-user system 
                 utilizing reduced speed R2000 cheep in DECstation/system 
                 3100 packaging.  Max 16MB, same storage peripherals and 
                 capacity as 3100.


TRAINING:  Training will take two forms:

1.  Awareness training for sales and sales support is planned for July 10, 
    via a DVN broadcast.  

2.  In-depth competency training will be a one-day event scheduled between 
    July 5 - 10 in the areas listed below.  

    July 5, 6, 7            July 6, 7                July 6, 7, 10             

    Northeast (Boston)      East Central (Detroit)   South Central (Dallas)
    New York (NYC)          Central (Chicago)        Southwest (Los Angeles)
    Mid-Atlantic (DC)                                Western (Santa Clara)
                            
    A pilot session is planned for June 2 in the Southern Area.   


AUDIENCE:       Sales, Sales Support, PSS specialists.  Sales Support 
                specialists in the following applications/technology areas 
                should attend the training:

                Ultrix (including Partners and URCs)
                Worksystems
                Clusters
                VMS, AI, LDP, ESG
    
CONTENT:        Competency training is targeted primarily for the sales support 
                audience.  The materials have been reviewed by field personnel 
                and a session was held in Europe earlier this month. 

                The outline for the day follows:

                o Announcement Overview
                o Understanding Digital's Integration Architecture
                o RISC Product Overview
                    DECsystem 5800
                    DECsystem 5400                   
                    DECsystem 2100/3100
                o ULTRIX Product Overview/Open Systems Standards
                o RISC Computers Technical Overview
                o Rigel Product Overview/with Vectors
                o Teammate Product Overview/Outlet Computing
                o Market and Product Positioning
                o Competitive Positioning
                o Performance Characterization
                o Building a Computing Strategy for your Account

COMMENT:        Although the Ultrix, Worksystems, VMS and Clusters specialists 
                received preliminary training on these products at the Symposia 
                held in early Q3, they should still plan to attend this very 
                important training event.

                Additional information will be forthcoming from Sales Training 
                and your Area Training Managers.  

<   Distribution Lists removed>


Distribution:

TO:  Remote Addressee                     ( EUNOCC@HERON@MRGATE )
TO:  Edoardo Berera @VBO                  ( BERERA )
TO:  Anne Cline @VBO                      ( ANNE )
TO:  Michel Del Giudice @VBO              ( DELGIUDICE )
TO:  Peter Robinson                       ( ROBINSON )
TO:  Theo Kremkow @VBO                    ( KREMKOW )
TO:  Risto Lemmetyinen @VBO               ( LEMMETYINEN )
TO:  Richard SITRUK @VBO                  ( SITRUK )
TO:  Martti Inkinen @VBO                  ( INKINEN )
TO:  Chris Marshall @VBO                  ( MARSHALL )
TO:  Maxime Boulad @VBO                   ( BOULAD )
TO:  Samir Sinawi @vbo                    ( SINAWI )
TO:  Jim Kane @VBO                        ( KANE )
TO:  Franco Malerba                       ( MALERBA )
TO:  Thomas Bertrand @VBO                 ( BERTRAND )
TO:  Luc Timmermans @VBO                  ( TIMMERMANS )
TO:  Ren� Guillaume                       ( GUILLAUME )
TO:  Philippe Rohou @VBO                  ( ROHOU )
TO:  Jean-Pierre Julaude @vbo             ( JULAUDE )
TO:  Chris Reams @VBO                     ( REAMS )
TO:  Daniel Serain @VBO                   ( SERAIN )
TO:  Jerry Backlin @VBO                   ( BACKLIN )
TO:  Tony Perla @VBO                      ( PERLA )
TO:  Daniel Lefevre                       ( LEFEVRE )
TO:  Jerry Abrahamson @VBO                ( ABRAHAMSON )
TO:  Roger Gascoigne @VBO                 ( GASCOIGNE )
TO:  John Cloke @VBO                      ( CLOKE )
TO:  Richard PTAK                         ( PTAK )
TO:  Max Wenger @VBO                      ( WENGER )
TO:  Pat Roach @VBO                       ( ROACH )
TO:  Andrew Buchanan @VBO                 ( BUCHANAN )
TO:  Annie Blandel                        ( BLANDEL )
TO:  Tony Redmond @VBO                    ( REDMOND )
TO:  Serge Dujardin @VBO                  ( DUJARDIN )
TO:  Peter Robinson                       ( ROBINSON )
TO:  Britt Lysaa                          ( LYSAA )

T.RTitleUserPersonal
Name
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109.1SUNnyside downHERON::BUCHANANAndrew @vbo DTN 828-5805Fri Jun 02 1989 19:3985
Return-Path: xirtlu::[email protected]
Date: Fri, 2 Jun 89 17:37:32-0100
From: xirtlu::[email protected]
To: xirtlu::partners
Cc: [email protected]
Subject: SUN EXPECTS EARNING DIP FOR QUARTER "SUN TO CRASH AND BURN"

Partners,

I am enclosing a article in the June 2, 1989 New York Times by Lawrence M. 
Fisher about SUN earnings and problems.

San Francisco, June 1 - After seven and half years of record growth, Sun 
Micorsystems Inc, said today that earnings for the fourth quarter, ending June 
30, will be significantly below the results for the period a year ago.  
Depending on revenues, Sun said, it could even report a slight loss.

Earnings had risen every quarter at the Mountain View, Calif., company, which 
leads the market for computer works stations.  Sun and the Compaq Computer 
Corporation had been the only leading makers of hardware to record unbroken 
growth since the inception.

Sun said revenues for the quarter will also fall below Wall Street estimates 
and could be below the $497 million reported in the third quarter, which ended 
on March 30.  Analysts had been expecting fourth-quarter earnings of 33 to 40 
cents a share, compared with 25 cents a year ago.  Sun made the announcement 
after the markets closed; its shares ended the day at $20.75 down $1.25 with 
3.3 million shares traded over the counter.  One analyst, Rober Herwick of 
Hambrecht & Quist, noting that trading volume in options was also up sharply, 
said, "This would indicate that somebyody know and acted upon: today's news in 
advance.

CALLED HOTTEST SINCE APPLE

Although Sun attributed the slump to number of problems it said were limited to 
one quarter, the announcement is bound to confirm some analysts' worries that 
the company is headed for a fall.  Often called the hottest publicly held 
company since Apple Computer Inc., Sun has grown so large so quickly that some 
analysts have worried that it has grown to a size beyond its young founders' 
ability to manage.

Until now Sun's executives have prided themselves on the company's 
decentralized management style, but some analysts have suggested that Sun might 
fall victim to problems related to uncontrolled growth.

"There has been a growing uneasiness," said Richard Shaffer, editor of the 
Technology Computer Letter, and industry newletter.  "I hope this is not the
first sign of the story everybody has been waiting for, which is that Sun is 
about to crash and burn.  A number of little things going wrong was not 
supposed to be in the cards; it's a very bad surprise.

Sun attributed the decline to problems in the transition to a new management 
information system in April, difficulties forecasting product mix after the 
introduction of five big new products in the quarter, an insufficient supply of 
components and production problems.

The problems with the new system not only stalled Sun's ability to ship new 
products, but also hurt its ability to that new orders, said Scott McNealy, 
Sun's chairman and chief executive, in a telephone interview.  Starting 
production faced "all kinds of problems, just thousands," he said.  For 
example, necessary chips came in late, so circuit boards wer installed without 
them.

"When the chips finally did show up, we had to pull the boards out and use a 
chip press to manually install the chips," Mr. McNealy said.

While the superior price-to-performance ration of the new products had been 
expected to dry up demand for Sun's other machines, orders for the older models 
kept coming in.  "We were so petrified we wouldn't sell any of the old product 
that we told our salespeople to book a lot of the old stuff," Mr. McNealy said. 
"It turns out our sales force is very effective at going where we point them."

Mr. McNealy said the company is in good shape to bounce back in the next 
quarter.  "Most of the issues are forth-quarter issues," he said.  "We feel 
guardedly optimistic."

Sun's slip comes at a time when the company is facing a more competitive 
environment at both the high and low ends of its product line.  The April 
acquisiton of Apollo Computer Inc. by the Hewlett-Packard Company creates a 
technologically and financially strong competitor with a combined market share 
larger than Sun's.

SARA

P.S. Notice they never mention Digital Equipment new price performance systems!