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Technology Stocks : All About Sun Microsystems
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To: Claude who wrote (14758)3/15/1999 3:00:00 PM
From: Michael L. Voorhees   of 64865
 
Claude: Well sometimes "simplistic" solutions represent the best. We'll try and make it a little more complicated for you. The key, IMHO, is that SUNW's entire organization is tuned by objective to
optimize the entire system,i.e. software+hardware, unlike MSFT. We have seen more than once the difficulties associated with organizational snafus between software and hardware vendors (e.g., MSFT and INTC, MSFT telling INTC not to get in the InterNet software business). What does one have when good management forms collaborative teams which understand both the hardware and the software; high performance matching the software with the hardware (including more processing bang for the buck).

I truly believe Linux's propogation would proliferate SUNW's products dramatically. Why, because Linux and Solaris are both Unix derivatives, thus SUNW knows more about Linux (both its efficiencies and deficiencies; by the way SUNW has already endorsed Linux, unlike MSFT) than MSFT and can taylor their systems accordingly with no huge amount of effort. In addition, Linux is being positioned for the masses and if Linux paves the way for Unix to the masses it would certainly seem that it would not be much of a jump of faith to include Solaris (and Sparc) to more of these masses (which at present is minimal).

JMHO
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