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Technology Stocks : Amazon.com, Inc. (AMZN)

AMZN 229.55

+0.2%

Dec 5 9:30 AM EST

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To: Mark Fowler who wrote (140360)	3/8/2002 6:40:36 PM
From: H James Morris	Read Replies (1) of 164684

>>I think Dell is taking market share<< I agree, but Dells big challenge will be how do they sell high-end severs without an outside technical sales team? And what does Dell know about UNIX? IBM just edged out SunW. Disclaimer I still own SunW at 32. The good news I didn't average down, and IBM is still one of my "monster" core holdings.;) >> Armonk, New York, March 8 (Bloomberg) -- International Business Machines Corp. narrowly edged Sun Microsystems Inc. in the fourth quarter to become the world's top seller of server computers using the Unix operating system, a research firm said. IBM hadn't led Unix market sales since the fourth quarter of 1998. IBM's market share was 26.9 percent and Sun's was 26.8 percent, researcher IDC said in a statement. Hewlett-Packard Co. had 25.5 percent of what IDC described as a market with ``fierce competition.''<< quote.bloomberg.com

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