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Technology Stocks : All About Sun Microsystems

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To: Mephisto who wrote (31346)4/28/2000 12:12:00 AM
From: THE WATSONYOUTH  Read Replies (2) of 64865
 
Re: "According to International Data Corp.'s Q4CY99 Server Tracker report, Sun shipped 428 units of its biggest Solaris(TM) Operating Environment-based servers for that quarter, blistering the likes of IBM and HP and preserving its lead in thecoveted high-end UNIX server market for the fifth consecutive quarter."

Well, I believe International Data Corp defines "high end" as one which costs over $1 million. Now, I believe a fully configured IBM S80 24 way which outperforms the fully configured Sun E10000, costs considerably less than $1 million so would not be included in the count. So, if this is true, I hardly think this comparison is meaningful. On a similar note, I have seen other published comparisons favoring IBM which were equally misleading and meaningless.
I have yet to see a direct comparison where a meaningful
conclusion could be made. I will offer this however. The high end R6000 line was not selling PERIOD prior to the release of the new S80 series last Sept. Now they are selling EXTREMELY well. It also appears we will not see a Sun response at the high end until next year. I now have heard of 4 win backs from Sun. Draw your own conclusions.

THE WATSONYOUTH
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