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Technology Stocks : All About Sun Microsystems
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To: Charles Tutt who wrote (35225)9/12/2000 2:55:49 PM
From: cheryl williamson  Read Replies (1) of 64865
 
Hi Charles,

I think you're right on both counts. It's sad. HWP
used to be a prime engineering company. Now they're
moving down the food-chain to consulting and systems
integration. Very sad, but great news for SUNW
shareholders.

Yes, everyone needs "consulting" to help customers
with their sophisticated computing systems. That's
why Wintel is falling flat on their faces (one reason
why). But paying $18B to get it????? I don't think
so.

SUNW has had consulting services for years & it's tied
in with SunService & their Sales department. HWP is
going nowhere with this strategy if their goal is to
sell more iron. My take is they are looking to ease
their way out of the computer business to become a
strictly service & printer organization.

Carly clearly thinks there's a huge market for integration
and certainly IBM has picked up that theme and run with
it. The unfortunate truth (for HWP), however, is that
their reps are going to be integrating software on SPARC
processors mostly running Solaris.
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