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Technology Stocks : All About Sun Microsystems

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To: cfimx who wrote (3298)7/19/1997 7:09:00 PM
From: Andrew White   of 64865
 
My observations...

Addi is way too fanatically bullish--almost to the point of delusion.

Twister is overly bearish--to the point of being simply stubborn.

The fact is, SUNW is doing very well. Everyone thought NT would overtake SUNW and unix but that simply has NOT been the case. There seems to be room for both NT and UNIX, so SUNW should be able to do well. But I highly doubt SUNW will overtake MSFT any time soon, if at all.

SUNW should stay with UNIX and Solaris.. NETpc is a dream--a lousy one at that.. The day you force me to use a cheap little terminal connected via a network to a central computer for all my computer needs, I'd tell you to shove that piece of crap up you know where!

What happens if the network is down? What happens if the central processor is down? What happens if there's a horrible mishap and the main central processor, along with all the backups are destroyed? Does that mean everyone's data would be lost? I see the potential for so much donwtime and outages that the first year of the introduction of Netpcs would be the last!

I will NEVER trust this NETpc concept.. We thankfully got away from this concept when we dumped the mainframe/dumb terminals setup. Not going back to it! My faithful speedy desktop with my own storage and backup systems I DO trust.

An anecdote. A long time ago, I use to do some data entry for this company and we used dumb terminals hooked to a central processor. Every day there would be some kind of problem and the System Admin would have to debug it. But while he's doing that, all 30+ of us doing the data entry would have to stop. Downtime was a nightmare for the company. There were times when we had up to an hour of downtime, all 30 of use just sitting around chit-chatting.. That's what you get with a Netpc concept: downtime!

BTW Twister, I heard the conference call.. This second offering, if they do it at all, will be sometimes in 1998, not several weeks from now as you state.

Long on SUNW!
Andy
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