SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : All About Sun Microsystems
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: rudedog who wrote (28774)3/11/2000 1:46:00 PM
From: cfimx  Read Replies (2) of 64865
 
you said that the numbers can be ingored from IDC and THEN YOU WENT INTO A LONG DISSERTATION about the pc workstation market. I ask what does that have to do with compettion in suncoms core UNIX space? Please explain.

I pointed out that this is UNIX because you brought up DELL and Compaq and the NT workstations. Again, WHY??

I have visited the ibm site on the S80 and everything I read tells me that the price performance SHATTERS anything suncom offers. Please dispute this is you have proof.

I say denial because I don't think you have a handle on how impressive this new (late 1999) entry is. You fluff off the fact that it OUTPERFORMS suncom with FEWER processors, WITHOUT mentioning the COST of FEWER PROCESSORS. You are in denail about the effect that LOWER ASPs for SUPERIOR UNIX boxex from HP , and IBM will have on the MARGINS of suncom.

But then you just make MOVEMENT bets on the DIRECTION Of suncom in the tech stock mania, I don't supppose that takes you very deeply into the SUNCOM financial model.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News