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Technology Stocks : EMC How high can it go?
EMC 29.050.0%Sep 15 5:00 PM EST

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To: techtonicbull who wrote (10070)4/30/2000 11:50:00 AM
From: Tony Viola  Read Replies (3) of 17183
 
The argument, strictly from the server side, is that industry standard servers, which provide a 5:1 to 10:1 better price/performance ratio than Sun's servers do, will eat Sun alive. The theory is that you can only go for so long justifying 5 to 10 times the price for a given server performance level, in terms of transactions per minute, because of (supposed) better reliability or service. Well, you can forget that too, because the industry standard servers have adopted the RAS (reliability, availability and serviceability) features such as redundancy, error correction, hot plug, clustering and associated software that bring them up to Sun's RAS levels anyway.

It took a while to bring the mainframe down. Why is Sun any more immune? If you say Unix, the industry standard servers run Unix also, even Solaris.

Tony
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