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Technology Stocks : All About Sun Microsystems
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To: Thomas Mercer-Hursh who wrote (25097)12/19/1999 4:55:00 PM
From: Bill Fischofer  Read Replies (4) of 64865
 
Re: SUNW and Linux

I'd be very surprised to hear that SUNW would be actively promoting Linux as an alternative to Solaris. Linux's main affinity is for INTC hardware and customers who move from Solaris-->Linux would be harder to hold to SUNW hardware.

Remember that proprietary flavors of UNIX arose precisely to avoid commoditizing the UNIX market. Linux seems poised to become the seed around which the UNIX marketplace will reunify over the next few years. When that happens it will be a lot harder for the former vendors of proprietary UNIX variants (SUNW with Solaris, IBM with AIX, HWP with HP/UX, CPQ with Tru64Unix, etc.) to differentiate themselves from each other, thus leading to margin pressure. In a commoditized future the hardware vendors had best be sure they are the low-cost producers.
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