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Technology Stocks : All About Sun Microsystems
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To: Tony Viola who wrote (41835)3/8/2001 2:29:40 PM
From: alydar  Read Replies (2) of 64865
 
Divit,

Ah, price wars. Price wars can only come about when you have commodity products (i.e., WinTel PC's). With SUNW shipping USIII this year and with integrated software, I think their product offerring stands above the HWP, CPQ and DELL commodity servers. SUNW should compete on price with these folks with their Cobolt offerring.

This year is going to be interesting. SUNW's margins should hold up well because of product differentiation. If they do not, well, then all of us SUNW investors will become long term investor of the stock. I do not think this will happen.

Bob.
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