All About Sun Microsystems Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : All About Sun Microsystems

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Michael F. Donadio who wrote (35487)	9/19/2000 3:36:04 PM
From: rudedog	Read Replies (2) of 64865

Michael - pretty silly on the "a DELL, CPQ killer" remark. Both CPQ and DELL have appliance server products which probably sell more in a month than COBT sells annually - and they make money doing it, something COBT has yet to manage. Your statement is as humorous as the posts on the DELL thread about how DELL is going to eat EMC and SUNW high end business. DELL is just ramping up that business, but CPQ has had appliance server products in the market for 2 years. What happened to SUNW engineering? They have a decent 1U SPARC rackmount box, they surely could put out an appliance which uses SPARC instead of AMD K6, Solaris instead of Linux, and actually fits into the Sun product line. And for a whole lot less than $2B. I bet there are some Sun product managers fuming at this - 5% of that investment would have created a whole SPARC based appliance server product line for Sun if used internally. And what's with the $2B anyway?? A money-losing company doing maybe $50M in sales this year is worth $2B??? Of course their market cap is $1.6B so I guess SUNW had to offer at least a little premium. I'm not sure what this means, but it looks stupid and I don't like it.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next