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Technology Stocks : How high will Microsoft fly?
MSFT 478.52-2.8%Dec 10 3:59 PM EST
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To: cheryl williamson who wrote (8375)6/9/1998 11:01:00 PM
From: rudedog  Read Replies (1) of 74651
 
Cheryl -
you are obviously a strong Sun advocate but none of the information you provide stands up to even moderate research -
SUNW doesn't need to "cheat" - I think mozek has adequately demonstrated that in fact they do cheat.
Are you aware that Compaq sells 6 times as much multiuser storage into enterprise accounts as Sun does? They are number 2 behind IBM, EMC is number 3.
In unit volume, Compaq sells about 4 times as many SMP servers as Sun, and in revenue terms about 3 times as much. Also Compaq is growing their share of this market at twice Sun's rate. Compaq has 30% of the SAP sites worldwide. I won't embarass you by mentioning Sun's share of that particular high-end mission-critical market.
At the end of this week, when the DEC acquisition is complete, Compaq will have a compelling advantage in service revenue - CPQ/DEC $7.8 Billion, Sun about $1 Billion.
Compaq all by itself is about 35% of the 'wintel' server market, so the total numbers of 'wintel' show an even more dominant position.

I don't think bluster and unsupportable opinions are going to wash away the market forces. I do think that Sun will either get acquired or marginalized in the next 3 to 5 years.
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