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Technology Stocks : All About Sun Microsystems
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To: johnd who wrote (27620)2/14/2000 3:12:00 PM
From: cheryl williamson  Read Replies (1) of 64865
 
Sounds like an impressive list until you add up the sum total
of what they have to offer. Not much of it will challenge SUNW's
dominance in the server and high-end desktop market. I would
give some benefit of the doubt to IBM and MAYBE HWP. But that's
it. The other 2 also-rans aren't worth mentioning.

There may be a fight in the office market (non-enterprise) and
the low-end desktop market, but the margins are in the big
machines and storage. Then there are the service revenues....

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