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Technology Stocks : All About Sun Microsystems
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To: Prognosticator who wrote (44898)9/3/2001 1:09:17 PM
From: Bill Fischofer  Read Replies (1) of 64865
 
While "The Network is the Computer" was certainly brilliant marketing, SUNW doesn't sell networks, they sell computers. The irony is that SUNW was right all along and that's precisely the problem that they and every other boxmaker face. When the real value migrates away from boxes into the network then it doesn't much matter which boxes are plugged into that network since they are no longer the focus of value to the customer. In such an environment customers naturally gravitate towards commodity computing. Those who really believe "The Network is the Computer" should be looking to invest in networks, not computers.
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