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Technology Stocks : Intel Corporation (INTC)
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To: rudedog who wrote (115477)10/31/2000 11:59:11 PM
From: THE WATSONYOUTH  Read Replies (2) of 186894
 
A year ago, I believed that SUNW was selling on the perception of architectural dominance in the internet space. I say the PERCEPTION because in fact there was nothing particularly innovative in SUNW technology, only in their marketing, which was first rate.

Yes, I believe their marketing was/is remarkably good. Somehow, however, I suspect it is so effective because they are often dealing with CIOs whose overwhelming tendency is to simply stay the course. I believe, over time, CIOs will be forced by economics to take a more realistic approach. Since you are in the industry, is there any truth to this....or am I way off base? Do CIOs actually realize how less reliable Suns's UNIX server solutions are? It would seem this recent cache memory problem (my take is that is far more serious than one would gather from the information available) would have precipitated a much larger defection away from Sun servers. Is this too just a result of Sun's remarkable marketing spin?? They have apparently been able to contain a potentially very dangerous situation. Spin is very powerful but equally VERY dangerous once it no longer has the desired effect. I'd be interested in your comments. TIA

THE WATSONYOUTH
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