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Technology Stocks : All About Sun Microsystems
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To: THE WATSONYOUTH who wrote (31978)5/16/2000 5:37:00 PM
From: Michael L. Voorhees  Read Replies (2) of 64865
 
<Itanium Win2000 threat> I really don't see this threat
yet. We've been hearing about this for so long it sounds
more like someone crying "wolf". Same old verbage just
different messenger. Comparatively, WinTel is now in
more of a corner than SUNW is or has been. Competitively,
WinTel will always be somewhat of a threat but relatively
they are probably at the lowest threat to SUNW that we have
seen. Anitrust suit, major AMD penetration into INTC, behind the curve technology in InterNet services, lack of support for the programming language of the InterNET; Java, and yes Windows absolute pitifull product quality that continues to propogate into Win2000. SUNW's future outlook seems
better than ever.

And benchmarks, well if we go with benchmarks, Dec Alpha's
would have been the market leader not INTC/M$FT. It will take IBM
major market cycles to even have any real recognition
whatsoever after the apparent abandonment (might I add at an
extremely inopportune time) of the RS6000 systems. A possible client would have to ask "Well when are you going
to abandom me the next time around?" IBM is oscillating (as well as MSFT) at MHZ levels around the market they want to pursue (ala testing the waters). SUNW is ahead of the curve and has market focus baby and that is what has paid off; i.e. no wasted clock cycles.
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