Very, very trus, and I will never "crow" about them too much...
But will SUN's call today, and S. Milenovitch from Merrill's blurb this afternoon, I might have a while yet before it tanks...
I am a nervous holder of ALL my stocks, as anyone should be..
Any holder of 3COM, Corel, WordPerfect, Novell, Lucent, P&G and others will understand what I mean.
For now, based on my work at Andersen consulting, SUN & EMC are in teh sweet spot, and the INDUSTRY is GOING their way, which they happen to be already.. Luck, definitively, but hey, life is not fair.
I have been tasked with preparing a RFI today for 10-15000 "thin-clint/SFF" devices for wholesale desktop replacement in the next 3 years. They will take out that amount in complex, "fat" technology PC's , and replace them with these devices..
And , the original order I talked about, 2x E10K's with an EMC storage Array is going through NOW...
You tell me ?
Am I wrong in saying that in the past they would have bought hundreds of NT servers and thousands of "fat" client PC's, a la Dell.. This is the FUTURE and everwhere I see, companies are GOING AWAY from that model.
Am I wrong ?
Take care
Jean |
