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Technology Stocks : All About Sun Microsystems

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To: cheryl williamson who wrote (45146)	9/10/2001 7:36:01 PM
From: QwikSand	Read Replies (2) of 64865

Look at the Inquirer and the Register. The Compaq/HWP deal is already in real trouble; and whether it goes through or not the HP-UX and Tru64 customer bases are being thrown into a turmoil from which they will never recover, and which will drive them into the arms of some competitor for certain. There's a quote in one of the Inquirer articles that IBM will be the bigger beneficiary because "Alpha people aren't stupid" enough to go to Sun (presumably meaning they're not willing to trade the best-performing system for the slowest system). Is this true? This is a time when aggression on the part of the Sun field organization is called for even though the near-term result of an aggressive trade-in policy would be a further hit on earnings. But at this point it's more important to help shred HWP and CPQ, and to add as many of the disgruntled former users as possible to Sun's installed base rather than IBM's. This leaves open a question. Let's say HWP and CPQ implode. Who's left to sell all these big Itanium servers? I can't figure it out. Unisys<g>? twister, help me out here<g>. --QS

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