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Technology Stocks : All About Sun Microsystems

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To: cheryl williamson who wrote (42310)	3/24/2001 2:27:10 AM
From: uu	Read Replies (2) of 64865

Cheryl: > It's good for Sun because successful content providers are going to need lots & lots of servers & storage. They're going to be buying the vast majority of their equipment from 2 companies: Sun & IBM. This is true. However in order to buy servers from Sun (or IBM or whoever) the buyers must have money (US dollars preferably). How on earth are these buyers going to find the money if their underlying business models do not make them enough money to pay for their existing operations?! No longer they can rely on free money coming from the VCs or their parent non-cyberspace company! They have to make their own money, and regretfully with their existing Internet business model there is not a chance now or ever for them to make a dime - and if they do make a dime it will never add up to a dollar and will always be in pennies and dimes! There will of course be a very few successful internet based businesses (ebay for example). However these very few businesses can not possibly deliver the exponential growth rate that so many continue to assume companies such as Sun and to some extend EMC would have.

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