All About Sun Microsystems Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : All About Sun Microsystems

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: DiViT who wrote (41722)	3/2/2001 10:49:40 PM
From: paul	Read Replies (1) of 64865

Since Sun does not have a dominant position in the overall server market lets say like Cisco does in its market - i suspect an amount of excess inventory is a plus as it expands the market for Sun product. Im drawing this observation because i went to a liquidation auction held by dovebid in San Jose and there was Sun, Cisco, IBM and lots of PC gear. A large Sun server (E6500) went to a startup which was previously on Wintel gear only. Sun's backlog is still very healthy over 800M based on the last conference call - availability of equipment has been a problem for Sun so the current weaning of the .com's recycles the equipment into new markets - a circle of life kind of thing.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next