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Technology Stocks : Hewlett-Packard (HPQ)
HPQ 25.88-0.1%Dec 5 9:30 AM EST
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To: Elroy who wrote (1726)8/30/2002 7:33:16 AM
From: w0z  Read Replies (1) of 4345
 
investorshub.com

IMHO SUNW is increasingly irrelevant because:

a) They are losing market share on the low end to Wintel boxes running Linux (and MSFT stuff), thereby decreasing overall SUNW CPU units sold, and

b) they are stuck supporting a proprietary chip architecture whose expenses (and they are big) must then be leveraged over an increasingly smaller number of high end CPUs as the low end boxes encroach, and

c) reasonable alternatives on the high end (Superdome, NonStop) are giving them diminishing margins, eventually relegating them to niche and legacy status, and

d) they haven't figured out how to make much money off of software (e.g. java), and

e) nobody I know buys disk or other peripherals from SUN anymore because they are too expensive compared to the alternatives, and

f) they haven't figured out how to dominate the professional services component of their food chain, so

e) it is unclear (to me at least) where they go from here to make big profits.

I fully expect a barrage of pro-SUNW replies (indeed, I hope YOU who reply are right and I am wrong; as a software developer in Silly Valley one less major employer in the Bay Area isn't something I want); nonetheless, this was my last post on this topic.

D
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