SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : All About Sun Microsystems
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: QwikSand who wrote (41132)2/11/2001 10:39:49 PM
From: chic_hearne  Read Replies (2) of 64865
 
At this point the US3 is so messed up that I disbelieve anything Sun says about it until serious shipments are happening. Zander & McNealy are using the market-share issue to distract from the botch job. Who cares.

Yup, the smoke and mirrors campaign.

What's interesting is that when the economy was grinding to a halt in Q4, IBM was paying OT to build servers in December at quarter end [this is common knowledge, I'm not saying anything I shouldn't. If there's add in the local paper that they need workers for manufacturing in December, I consider it common knowledge.] and revenue was actually a surprise up for them. With E10000 memory error debacle, the tide may be starting to turn now that the USIII is missing in action. These big purchases take time and planning, so I wouldn't think you'd see an immediate impact.

As to Softie, I wouldn't be long even though I see their outlook somewhat positive. One thing you must consider is that IT budgets are likely to be slashed in a slowing economy. This sure makes the WinTel solution more attractive than the alternatives. After being in the field for 1 1/2 years, I've seen it all by management trying to save a buck when it comes to decisions like these. You'd be dumb to go for the cheap WinTel solution in my opinion, but that doesn't mean management in a tightening economy will feel the same way. JMHO

chic
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News