I think Sun will have to collapse their margins to compete when the new silicon hits the street later in 2000.
This is more wishful thinking. This phrase about "collapsing margins" has been used for years against Sun, usually timed with the release of another crummy M$FT product. Well, their gross margins haven't collapsed yet, have they??? Why is THIS TIME going to be any different??
If their job mix is so complex that the above don't work well, they will have to bite the bullet and buy HP or Solaris servers or IBM mframes which are much more expensive.
Another piece of dis-information from people who don't know much about business computing requirements. Somehow those "big, expensive" machines are used only begrudginly by corporate customers and only for the "most complex" jobs. For the rest of us, the logic continues, we can get along just fine w/another issue of Microslop software running on cheap pc's. M$FT doesn't know anything about corporate computing, never has, and doesn't seem to be interested in learning any more about it. They expect everyone to buy, buy, buy in volumes because they have "the same solutions at a lower cost than the big boys". That has been their calling card since the early 1980's. Check out figures for total cost of ownership before you make this kind of a claim. To date, M$FT has NO RAS whatsoever. The claim is that W2K is going to be different. That remains to be seen. Until Gates & co. can PROVE that they can support corporate customers, no CTO will take these claims seriously. |