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Technology Stocks : All About Sun Microsystems
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To: cfimx who wrote (41949)3/12/2001 11:07:11 PM
From: QwikSand  Read Replies (1) of 64865
 
It's about who WON the business for EBAY's next SERVER and software suite. U LOST that business and we WON it. And that sir is what they call a major REFERENCE account.

Boy, a lot of caps in that one, this press release must have really made your day. I'm happy for you.

But unfortunately, a few years in the computer biz makes me know what everybody in the biz knows: press releases don't means squat unless there is an IMMEDIATE P.O. WITH A DOLLAR AMOUNT FILLED IN attached to it. Unless they are accompanied by a check, they mean less than a con man's promise and can be only proved valid retroactively, sometimes after much time. This "the two companies agree to use this and work together on that" is just so much smoke. How many NT P.O.'s does MSFT release every week? For that matter, how many "JoeCo said they're going to use Solaris as the heart of their new virtual ab crunch system" does Sun release every week? It only counts when they buy equipment. The difference is that Ebay is a prestige account? Sorry, that's a difference only to the MSFT fans, not in the real world.

When some significant amounts of revenue-bearing MSFT goods are moving RIGHT NOW, then that press release will be known to have meant something. That will never happen. That press release is a piece of paper and some bits. That's all it will ever be.

--QS
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