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Technology Stocks : All About Sun Microsystems
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To: techtonicbull who wrote (39383)12/17/2000 10:10:20 PM
From: Bill Fischofer  Read Replies (1) of 64865
 
Not devices, networks. The storage network is becoming the new center of the enterprise. It's a simple matter of productivity in the face of explosive storage growth. This has been discussed at length on the EMC thread. SUNW, like IBM and HWP, is late to the game and has the disadvantage of trying to protect its legacy processor base while trying to accommodate the new paradigm. The way you'll know that SUNW "gets" the new paradigm is if they reach a point where they genuinely don't care what processor attaches to their storage systems. I've seen no evidence of that. On the contrary, McNealy continues to pursue a "systems" approach designed to sell all-SUNW "solutions" centered around SUNW processors--exactly the same approach that IBM and HWP continue to take.
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