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Technology Stocks : All About Sun Microsystems

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To: brian z who wrote (17233)	6/20/1999 11:20:00 PM
From: JC Jaros	Read Replies (3) of 64865

"It's a pretty dumb, stereotypical view," maintains Michael Dell, "that comes from the guys at Sun Microsystems and places like that, who are basically trying to disrupt the tremendous market momentum that exists around the PC industry, which they rightly see as a threat to their franchise. The first reason they are wrong is that the market has already told them they are wrong, which is the best litmus test of all. Sure, there are certain forms of 'server-based' computing, but there's only a tiny percentage of the market going that way.". This has gotta be like copier CANDY to Scotty and Sun sales people. How many CIOs would agree that their future isn't intensely server based? How many end users enjoy the end user context of futzing, rebooting, and PC maintenance? If I were a Dell shareholder (or board member), my mouth would have been agape all weekend. Ever so proud to have bought SUNW and held. -JCJ

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