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Technology Stocks : All About Sun Microsystems

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To: cfimx who wrote (63003)	5/11/2005 8:38:00 AM
From: David MacNeil	Read Replies (2) of 64865

A 5 year chart is essentially looking in the rear view mirror. What needs to be looked at is the future: - Solaris 10 - the Galaxy AMD systems apparently scream. Sun will capture a portion of that market. - SPARC - Sun will not drop Sparc - By doing co-development with Fujitsu they have unloaded a lot of the cost. This processor still brings in a significant portion of Sun's revenue. Their customers would howl if it was dropped. Don't forget that Sun has rock solid systems. Customers still want this. It would be like saying that IBM will drop the PowerPC. - The Sun/Microsoft alliance is a very positive step. Customers WANT interoperability in the data centre. - Although Sun's storage attach rate is still not at industry levels, they have some award winning products. They just need to put more effort into marketing them. - Services are constantly growing and they have some very good offerings there. Managed Services for example where you don't have to outsource your whole data centre like IBM wants you to. - The complete middleware stack - portal, directory, messaging, etc. This is real and is being used by a lot of companies. Sun has what it takes. And they need to execute. I'm betting they will. A company doesn't turn around overnight. Remember IBM in the 90's? They were nearly bankrupt. Look at them today.

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