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Technology Stocks : All About Sun Microsystems

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To: Charles Tutt who wrote (48349)	4/17/2002 1:12:55 PM
From: Kevin Rose	Read Replies (3) of 64865

Thanks for the replies. Well, that's the very thing that worries me. Has it come to the point where price is a major differentiator? A few years back, when I was in the thick of enterprise software (at Clarify), it was always price/performance vs reliability/scalability. Larger customers gravitated to a Sun/Oracle solution because they usually needed higher reliability and more scalability, which they would pay a hefty premium for (and which fueled Sun's tremendous growth and margin). What I worry about is Sun having to compete on price/performance. If this becomes the key differentiator, they are sunk. It makes you wonder about Scott's comments on Sun's recent drop. Is it all the dot bomb bubble, or is that masking a loss of competitive advantage? I know that Oracle is losing their competitive advantage to Msft SQL Server. A number of years ago, I went to Redmond to visit the SQL Server group. They had completely rewritten most of the core of SQL Server, and quite frankly appeared to copy Oracle's approach. If Oracle loses their high-end competitive advantage, that affects Sun's competitive position. Still worried, but waiting to hear from Sun tomorrow...

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