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Technology Stocks : All About Sun Microsystems
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To: cheryl williamson who wrote (31366)4/28/2000 5:58:00 AM
From: JDN  Read Replies (1) of 64865
 
Dear Cheryl: Well, its easy to make statements, and those statements may actually be correct in and of themselves but they may not MEAN what they appear to mean. That is why I wanted experienced people to address EMC's press release and advise us. For instance, what does it mean to say of total DP costs storage will be 80% vs 20% Servers? Is this in general, or does it relate purely to intensive storage operations requiring a lot of manipulations to the stored data? Does storage require a lot of ongoing personnel costs as compared to server functions? What is the overall cost of a DP operation going to be, is it rising dramatically? What position in this equation is the SUNW storage going to have? I just give Scott Mc. and crew a lot more sense than to think that they may be obsolete in 3-5 years and doing nothing to address it. JDN
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