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Technology Stocks : All About Sun Microsystems
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To: rudedog who wrote (32852)6/18/2000 12:46:00 PM
From: DownSouth  Read Replies (1) of 64865
 
Saw your "cool post" status, rudedog. Congratulations.

I believe you are severely underestimating the threat that SUNW perceives from storage companies other than IBM and CPQ. EMC is growing over 30% per year and NTAP is growing over 100% per year. Much of this growth, especially from NTAP, is at the expense of SUNW. While the percentage of sales that NTAP is eroding from SUNW is small potatoes, at a growth rate of 100%, it won't take long for it to be very significant.

If you watched SUNW's T3 storage webcast, you would have seen that it was EMC and NTAP that were compared for price/performance. I believe that may indicate who SUNW believes to be the real competitors in this space.

Just my opinion.
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