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Technology Stocks : All About Sun Microsystems

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To: nihil who wrote (27954)2/18/2000 3:19:00 PM
From: cheryl williamson  Read Replies (2) of 64865
 
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.
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