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Technology Stocks : All About Sun Microsystems
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To: rudedog who wrote (28805)3/12/2000 11:29:00 AM
From: Tony Viola  Read Replies (1) of 64865
 
rudedog, >To do that they would need to compromise some of their
more proprietary components, which they don't want to do since those protect their AS400 and S390 markets which are
way bigger money than any of this Unix stuff. So far, they have not been willing to do more than go after "targets of
opportunity" which they can hit without cutting into their bread and buter.

Are you sure IBM knows which side their bread is buttered on anymore? Even the S390 market might finally be sliding away like some unfortunates' houses in Daly City (oh, you live in Texas, right?). I think IBM will promote, push whatever HW is selling from now on. The IBM rep said they'd be pushing copper down into mid-range RS6K's. Copper started in 390, but they'll proliferate it now.

Interesting times re high end server choices. Might be the most since IBM and the 7 dwarfs, without a giant any more.

Tony
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