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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (35860)	12/2/2000 6:59:05 AM
From: Todd Bishop	Read Replies (1) of 54805

All the folks investing in Sun who are doing so largely on the basis of their success with servers should read "Sun Screen," a major article in the Nov 13 Forbes. On the left page in big print it sez, "Sun Microsystems' servers have been crashing for more than a year. Sun has kept the flaw secret -- and hasn't fixed it yet." On the right the big print sez, "Scott McNealy's challenge: how to win back the trust of his customers. Some are mighty angry." Must be another slow news day. There are so many bugs in each of our favorite companies' systems that singling one company out like this is ludicrous. I work with Cisco, Nortel, 3Com and occasionally Lucent and these companies have so many bugs that I get a new list monthly. Cisco went so far as to make a very nice app on their website called the "Bug Navigator". The same is true for the server and OS market. Sun publishes these bugs on their website typically and I'd be surprised if they hid one. Some bugs are harder than others to identify and most of these companies try to take the attitude that they know they have bugs and they help their customers supply them with the info needed to correct them. Some are better than others and will admit to a bug before they are even sure it really is their fault. Cisco has taken the attitude on a few occasions with me that although they followed a particular spec correctly but another vendor did not, that Cisco issued a patch so that they would be compatible with this other vendor's product. I've had good experiences with Sun as well although much fewer since I leave that to my Unix co-workers. I hate to see a company get railroaded over such a common industry-wide phenomenon. I guess they all must take their punches. Microsoft has taken so many that it is the subject of more jokes than I can take. Just keep in mind how few times you've heard Sun in the news for such a problem, not to mention HP. Todd Bishop todd@mybrowsercrashedjustryintosendthismessagethe1sttime.com

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