Dear The: From the same article [who wrote it anyway???]:
Merrill Lynch analyst Steve Milunovich sees the increased competition but last week said,
"Competitors don't appear to be narrowing Sun's lead...Marketing momentum is keeping Sun in
the driver's seat. IBM and HP are catching up on product specs, but Sun has the mindshare and
is the default Internet server purchase."
dailynews.yahoo.com
Also, from the ML IBM research report paragraph I posted yesterday:
"... IBM is losing share to more
focused players like Sun, Dell, and EMC."
Message 13462186
Someone called Jim Garden, "Technology Business Research analyst," in the article you point us to, an obvious IBM bull, says "[IBM] The giant has awoken." There are *big* differences between waking up, getting out of bed, sitting in a daze at the kitchen table with a first cup of coffee, and being on the go at 10 a.m. IBM has awoken but is still sitting on the edge of the bed, getting ready to stand up.
Who to believe? Jim Garden, the IBM bull, or ML's Steve Milunovich? I have no idea who Jim Garden is but have the highest regard for Steve Milunovich at ML, who has demonstrated (to me) from his research reports, not merely on SUNW and IBM, that he is a careful researcher who knows what he is talking about and strives for objectivity.
In closing, I fully agree with the reply you received from JCJ.
Regards,
Lynn |
