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Technology Stocks : All About Sun Microsystems

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To: alydar who wrote (18364)	7/30/1999 5:01:00 PM
From: Stormweaver	Read Replies (1) of 64865

Bob let's say Sun iron is the bees knees as far as UNIX iron, scalability, e-commerce and all that server stuff. They appear to be cleaning up in that category and let's say they continue to do that. If we assume that then here's a couple of Q's... 1. How much market do they have left ? How do we quantify how much more server iron they can sell to those markets ? Is there no end in sight or where/what/how do we define the cap. They are possible taking HWP and IBM share away but how big is that ? 2. Other than server sales what are the other big revenue tickets for Sun right now ? 3. Will Y2K cause a contraction ? Did most companies already purchase their iron for Y2K ? This may depend on how much of a boom e-commerce really is (#1). 4. Will n-way Linux impact 4-8 way sales ? I know I've said it before but n-way Linux is here. /James

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