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Technology Stocks : All About Sun Microsystems

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To: Brian Sullivan who wrote (41431)	2/21/2001 6:28:21 PM
From: Charles Tutt	Read Replies (3) of 64865

"Dot bombs" as you call them were never a big part of Sun's business, as I understand it. So their demise, and the appearance on the market of their equipment, probably doesn't amount to much. The Telco/ISP market may be having some tough times currently, but over the long term they need to either invest or die. "Windows 2000 is on the verge of surpassing its predecessor, Windows NT, as Microsoft's leading server platform and could do so as early as July." That says nothing about market share. It sounds to me like as NT declines, Win2K fills its shoes. In fact, that's pretty much what the graphic "Windows 2000 replaces NT at a steady clip" (near the bottom of the main article in your cite) shows. The total looks like it grew at a pace similar to (less than, I think) Sun's growth rate last year, implying no capture of market share. That price looks really cheap to me. I'm trying to figure out when to commit some bucks (and how to convince my wife that's a good idea <g>); as most of those assembled here already know, however, I'm already in pretty deep. JMHO. Charles Tutt (TM)

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