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To: Paul Engel who wrote (136171)5/27/2001 9:48:05 PM
From: Rob Young  Read Replies (1) of 186894
 
<Re: "And it didn't weaken them... so you tell me what that means.">

"Have you seen SUN's sales recently - and their stock price?"

Paul, I wouldn't deny that. Everyone has slowed down.
Yet recent reports have shown that Sun has actually gained
share. (You're killing me as I didn't want to take time
to cruise to find references. Surely you have read the
following? Or do you just like to make me work for
everything? But with all that whining... this took
all of 1 minute):

news.cnet.com

"But despite the contracting market, Sun Microsystems and Dell Computer managed to eke out double-digit growth, while IBM stayed its course with sales remaining basically the same."

"The large gains of Dell and Sun came at the expense of Hewlett-Packard and Compaq Computer, however: Both companies saw double-digit drops in growth, according to Dataquest analyst Shahin Naftchi.

[Ooopps... one wonders why HP hit a bump with their
big SuperDome out there for a while. Things aren't
going well there with the BlooperDome.]

Naftchi said Sun captured the top spot in Unix-server market share, with 45 percent of the U.S. pie. It shipped 30,663 units in the quarter. IBM, which grabbed 23 percent of the market, sold 15,775 units. Meanwhile, Dell came out of nowhere to capture 18 percent of the market, with 12,171 units, according to Dataquest."

"They have taken as bad a beating as Intel."

[Not at all, check your sources]

"And when the economy improves (don't ask me when that will be) SUN will be stuck with their underperforming and 2 year late UltraSlow III - and Intel will have 1.7 GHz Xeons and 800 MHz ITaniums to take away market share."

But Paul... that hasn't happened yet. It isn't about
performance. It is about solutions. Until another Unix
gets in the same position as Solaris, Solaris will remain
the number one targetted Unix for development and support.
In the Unix Enterprise space, it is all about support
and application availability and that is why it is very
difficult to rock let alone unseat Sun.

Spoken as a big fan of Alpha. Fortunately, Alpha has
some strong niches to help it along. But its growth is
pitiful.

Rob
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