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Technology Stocks : All About Sun Microsystems
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To: Tony Viola who wrote (38194)11/30/2000 9:45:16 PM
From: rudedog  Read Replies (1) of 64865
 
Tony - apologies for the"late hit" - I was on vacation last week and just got caught out.

Here's the deal on the IDC numbers. IDC measures "volume servers" and Intel-based machines up to 4 processor go into that category. The class that Sun products fall into has only 8-way and larger Intel-based machines. I suppose I could believe that those big Intel boxes did not grow as fast as the smaller machines in Europe, I guess - although CPQ's sales of that class of machine, which represent nearly 80% of the market, are growing overall faster than their lower-end machines.
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