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Technology Stocks : All About Sun Microsystems

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To: JC Jaros who wrote (33037)	6/24/2000 3:31:00 PM
From: rudedog	Read Replies (2) of 64865

JC - if you go to the "full disclosure report" you can see the base price for the system components, which is what IDC would use to create the categories. The S80 and UE10000 base configurations fall into the same category - 100K to 1M. Expansion of the hardware to "full configuration" doesn't count - you can buy a $500,000 proliant, but it is not considered a machine in the 100K to 1M category. No matter how you slice it, this is the battleground under discussion, and on an apples to apples basis Sun does not look all that good. The things in Sun's favor that don't show up on the TPC reports are the range of apps available for solaris, the management story, and so on - but the differences between IBM and Sun there are in degree, and the price differential will certainly cause some customers to accept the other drawbacks of the IBM platform. IBM is not exactly chopped liver in the systems business, and there are many senior IT people who would put Sun at a disadvantage when compared to IBM on those metrics.

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