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Technology Stocks : All About Sun Microsystems

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To: rudedog who wrote (28774)3/11/2000 7:45:00 PM
From: Tony Viola  Read Replies (2) of 64865
 
rudedog, I only said that the IDC data does not state that RS/6000 S80
servers outsold UE10000 in revenue terms and that without an understanding of what the system ASPs were and where
those systems were being used, the competitive threat to UE10000 could not be evaluated.


The understandable bit of backpedaling from Sun stockholders, in that vein, is kind of refuted up front, in the article, several times by IBM, and IDC words:

The servers -- powerful computers that manage other computers -- are designed to run the UNIX
operating system aimed at industrial-strength business uses.


Not completely convincing here, but industrial-strength doesn't usually mean print servers or department servers.

"This shows that we're really outselling Sun in the top end," said Michael Kerr, vice president of product
management for IBM's server group.


Top end, pretty clear there that they're not talking about 1, 2 or 4 way machines.

IBM is also seeking to grow its server business and redefine the competitive field by moving its copper
technology to the mid-range servers, starting in May.

"We're going to take that same technology and move it further down in our family," said Kerr.


I would say that, in order to move down to mid-range, you must start at the top, implying these were top end servers.

Tony

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