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Technology Stocks : All About Sun Microsystems

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To: JDN who wrote (48765)	5/15/2002 1:23:00 PM
From: cheryl williamson	Read Replies (6) of 64865

Hi JDN, It may be shorter than that. SUNW has kept their R&D in place and working together at the expense of short term profits. IBM is laying off their already bloated work-force and is still very inefficient on the basis of "earnings-per-employee" especially when compared to SUNW. Many of the IBM layoffs will be in R&D. Itanium may never come to fruition. SUNW is still king in the 64-bit computing environment. The whole concept of the PC as a commodity environment has been on the table since IBM decided to give it a go back in 1981. It was supposed to replace the glass house. Predictions of the demise of "big-iron" and the promise of "self-empowered workers" with monster desktops replacing them were on the lips of all PC-bigots as early as 1985. Let's see, that was 16+ years ago and there are still mainframes, still Unix Servers, and they are all still sold and serviced by single-sourced vendors. In fact, those markets are bigger than ever and still growing. Hmmm.... there's a lesson here for anyone who wants to listen.

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