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Technology Stocks : All About Sun Microsystems
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To: cfimx who wrote (45640)10/3/2001 1:31:24 PM
From: Charles Tutt   of 64865
 
Sun has been "under heavy attack" ever since I can remember.

I think HewPaq will disappear from the non-Wintel server market, which should present a major opportunity for Sun.

IBM needs to start growing revenues or their balance sheet will catch up with them, so I expect them to be aggressive. However, their lack of focus and premium pricing will bite them.

SGI seems to be in flameout mode.

Dell's whole business model is centered on not spending money on R&D or service, and unless they change that, I doubt they'll present credible competition.

Sun's hanging on to their people should prove to have been a wise move "if and when the markets stage a rebound." Do you remember how hard it was to find good employees in 1999-2000?

All JMHO, of course.

Charles Tutt (TM)
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