Steve,
Complacency???? What complacency??? Sun has been
building its product lines, its marketing clout, and
its sales force for many, many years. Do you think
that because there is competition in the enterprise
and web server markets that Sun is going to fold up
its tent & go home??? If you think Sun is going to
be trumped by the likes of IBM, HP, CPQ, & DELL, you
need to go back to school and learn about the computer
business.
Sun has a great product line in a rapidly expanding
market, a great brand, and a great story to tell. That
spells profits, Steve, big profits. This great "threat"
of annihilation at the hands of "cheaper faster" hardware
has been the so far unfullfilled promise of the INTC,
IBM competition for year & years now.
Computer companies spend a fortune each year on R&D. They
leap-frog each other in benchmarks. Each has its own
story to tell. All of them are excellent companies with
superior products. What YOU don't seem to understand
is that there is plenty of room for everyone for quite
some time in a rapidly expanding market. They are all
going to find a way to make money. You and all the other
contrarians on this thread seem to think that all Sun
does is make "overpriced underperforming enterprise servers"
and that that is the sole basis for the company's existence.
Yank out the margins and the company folds. Well, you're
WRONG. Sun sells low-priced lower-margin servers and
workstations faster that they can be made, and they sell
a ton of service, as well. The emergence of thin client
technology for the masses will open up huge markets, as
yet untapped, for more & more web servers.
So, Steve, this isn't complacency, it's common sense. |
