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Technology Stocks : All About Sun Microsystems

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To: cfimx who wrote (53453)	3/16/2003 6:35:19 PM
From: Lizzie Tudor	Read Replies (2) of 64865

room, One of the few high growth retailers right now is Gap. They also happen to have a strong online presence which has just gotten a boost from the Amazon clothing store. Gap just bought Sun. Gap was on their back in the bubble due to a management blunder. Now they're back, they could have bought Dell Linux servers and nothing else as you seem to think everyone is doing. They ended up buying Sun hardware, Websphere middleware and thinkpads. I'm sure the transaction volume to the online store and their desire to mine the data was part of the reason for the Sun hardware. BTW as far as existing enterprise software clients, even though you say "you don't care"- both SAP and Oracle apps have new internet enabled versions and the adoptions are just getting underway. So its the new 3-tier model vs the old client/server from before. That will sell some hardware. I agree with you that Linux is probably higher growth than all these guys battling it out at the high end, its just that I take exception to sweeping generalizations as if there is no enterprise class R&D going on... that is false.

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