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Technology Stocks : All About Sun Microsystems
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To: uu who wrote (24639)12/12/1999 7:59:00 PM
From: paul  Read Replies (1) of 64865
 
Hello Addi, Welcome Back.

We had a little discussion a while back on Exodus and their CEO saying that 90% of their servers in their sites were Sun and she is an ex-IBM Executive. Several of the Sun Bears on this thread were minimizing Sun's presence in the Web Server space bringing up some studies that Sun had only a 13% market share which may be true in absolute terms but not in their predominant share in commercial web sites (read as those companies which actually are profitable customers as opposed to those who buy PC servers). Then again Novell outships Solaris in absolute terms so it pretty much means zero. I played golf with a IS manager from go2.com and like clockwork he told me they were using Sun servers hosted by Exodus. Exodus offers the entire facilities and uptime guarantees for these companies so that they dont have to invest in the datacenter infrastructure besides the servers - also im 99% positive that Exodus doesnt lease capacity like ASP's - companies buy the servers and physically host them there - companies like Corio, Oracle Business on Line and SAP host other companies applications on servers they own themselves and charge companies for useage - and ho hum they all use Sun servers.

Twister in fact was pooh pooing rising star exodus - another train which shall leave its telltale tracks along his back should he be putting his money where his mouth is as unlikely as that is.
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