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Technology Stocks : All About Sun Microsystems

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To: Stormweaver who wrote (15806)	4/28/1999 12:24:00 PM
From: Alok Sinha	Read Replies (1) of 64865

You are obviously assuming (IMO incorrectly) that proprietary architecture (software or hardware) results in high overall costs for the end user. If you can offer superior technology (even if it is proprietary) and service with a high degree of reliability at comparable (overall) costs, you will be successful. Look at it this way, NT has just one of the above attributes - low price, and it is able to make inroads in the corporate desk-top space (and it is as proprietary as anything out there). I could also offer Apple as an example of proprietary technology (hardware and software) being successful after they moved away from clones and re-defined their strategy under Jobs. SUN can offer cheap hardware since its investment is in the design and not manufacturing. I will agree that hardware producers face more risks from trying to sell proprietary products. Additionally SUN is much more of a proponent of open standards than most companies, and that will continue to attract developers. BTW, James you indicated that you were planning on going short. I was just curious as to what were you waiting for (any price target in mind). Regards Alok

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