SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: techtonicbull who wrote (44782)8/30/2001 1:30:58 PM
From: Steve Lee  Read Replies (3) of 64865
 
I see a company that is obsessed with marketing that involves putting others down rather than blowing their own trumpet. It is not a good trait in people and I don't see how it can be good for business.

I have followed Intel for most of last decade as an investor (no more - they are now too big to give the kind of returns I am after). I don't see how Sun can ever make a processor that will beat Intel's best effort. Intel has a lot of momentum while Sun is struggling.

Talking of momentum, why would anyone buy Sun when they can buy from IBM or MS. I have worked in the industry since leaving school in 1991. I know MS/Windows has a reputation for being flakey, much of that is down to Win 95/98. NT and its successors is a different ball game. I spent many, many hours in and around data centres and vendor labs and I can tell you that Sun does not have any advantage on MS offerings in terms of stability. They do have a serious disadvantage in terms of price/performance and application choice.

I have spoken to directors who make purchasing decisions. It is easy to work out which ones are switched on and which ones are fat old clueless farts (sorry for the lack of clarity in this description but I think it gets the idea across). In almost all cases where a decision was made to buy Sun, it was made by the clueless against technical advice.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext