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Technology Stocks : All About Sun Microsystems

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To: QwikSand who wrote (45147)	9/10/2001 8:32:18 PM
From: cheryl williamson	Read Replies (1) of 64865

I haven't read the articles, but the IDC report speaks for itself. IT customers are still buying Sun servers over IBM and Sun is INCREASING UNIX MARKETSHARE. Lots of "dumb" people huh???? Sun's boxes aren't "slow" even if their cpu's aren't as fast as INTC's. There's a lot more to computer throughput than cpu-speed. IBM does make good equipment, and they will grab some of HWP's customers, but so will Sun. Carly is just plain stupid. She is leaving her big customers in the lurch and the competition knows it. And I agree w/you 100%, it's more important now to gain the customer base even at the expense of margins. That's what trade-ins are all about. Let me say a word about INTC. Yes, they have the capitalization to grind down their cpu's until the performance improves. But they have ALWAYS stumbled on software. There was Alpha, now there's itanium, but where's the software to run it on? Who has the O/S to do it? Both Sun & IBM have a vested interest in using their own hardware for large-scale IT clients. I agree with you, it's either HWP/CPQ or DELL. If HWP falls apart, I don't see DELL picking up the option.

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