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Technology Stocks : All About Sun Microsystems

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To: FastC6 who wrote (114)1/13/1997 12:47:00 PM
From: Senthil Sankarappan   of 64865
 
>>>What concerns me as potential shareholder of SUNW, is the continuous emphasis of
SUNW putting all their "workstation eggs into one basket". Sure they are capturing
more and more of that market from the competition within the UNIX arena and soon
SUNW will have no competition...UNIX will be SUNW. But the concerning trend is
that the UNIX market as a whole appears to be getting smaller. A trend that appears to
be solidly in place at this point.

SS >>>

Well. I think the very reason SUNW is so successful is because they are fully focused in Unix market and not hedging their eggs like HP or DEC. As a Unix user, I have much more respect for SUNW than HP or DEC who are not committed to Unix or SGI which tries to rob Unix users of their money. SUN is fully committed and are a price/performance leader in Unix work stations. Only due to their focus, they are able to come up with innovations like NFS, Java, NCs etc etc. Look how focused are MSFT, INTC ... in their respective businesses.

We can even argue that main reason Unix is losing to Wintel is because of non commitment of unix vendors other than SUN. Now that SUN has won the Unix war (almost), they can focus on Wintel which they have already started.

Did you see the latest products from SUN? A sparc 5 with 17 inch monitor and 32 MB memory and 2.2 G hard disk for well less than 5K.
(I guess the price is less than $4700). Now that's price/performance.

-senthil
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