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Technology Stocks : All About Sun Microsystems
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To: Byron Xiao who wrote (18036)7/22/1999 8:28:00 AM
From: Stormweaver  Read Replies (1) of 64865
 
Now, with all these free PC coming out, don't you think these box-makers will try to avoid paying cost for the OS and starting to put the FREE Linux OS on those boxes

Yes that is an alternative, however for the immediate and forseeable future (2 years) that's not an option. The other OS's (BeOS,Linux) are just not there in terms of non-techie end user friendliness. Also they won't be able to run MSFT written software; from an end-user's perspective Quicken and Quake as a couple of examples. Also device driver support is limited. End result is frustrated end-users calling for support and returning their machines ... or buying Win 2000 for them.

Regarding eroding profit margins - that's true. PC desktop is highly competitive ... but who cares since I'm not talking about which one of DELL, CPQ or GTW will survive. I am talking about cheaper power on the desktop and low-end server arena which will put a serious crinkle in SUNW's plans for selling workstations and low-end servers. Why buy a SUNW workstation now - you pay twice the price as a fully loaded PC and have a limited amount of commercial quality 3rd party software. Also for the server why not buy an n-way intel box and run Solaris x86 or Linux if you like UNIX so much? If you want to run NT on that same machine in a year then install NT ... re-use that iron.
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