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Technology Stocks : All About Sun Microsystems

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To: QwikSand who wrote (63123)	6/8/2005 7:52:08 PM
From: E_K_S	Read Replies (2) of 64865

QwikSand - The STK deal is an avenue for SUNW to integrate and deliver more "virtual" storage and "security" solutions. Yes, this will get SUNW into the door of new potential customers but I think the company has missed their target (or perhaps must focus on a new target) and redefine the end-user services they plan to deliver in this new business model. Sunw is an integrator and in the past provided all the hardware (now commodity boxes) with IT software solutions (i.e. the Web server) and pronounced that they "provide the dot.com" in the Internet. I specifically see the "dot.com" of the Internet to now be the "virtual store" or business enterprise offering their products to anyone anywhere. Sunw should be the one stop facilitator to these ends. IMO. they currently are not or at least are perceived to not offer these services. Here is my case study. I have been working on a remodel project where all my products are purchased on the Internet and either delivered directly to my home or to a local retailer or distributor (for my pick-up). Many very large companies still do not have their systems in place to (1) quote prices for their products, (2) provide the "inquiry" information to their distributors and (3) provide a seamless "virtual" secure experience for the end-user to get product price information. delivery information and finally one click ordering. SUNW needs to work with these companies (some fortune 500 companies like Owens-Corning, PacTiv, Kohler and their subsidiaries and many more) to help them develop and integrate their Internet systems to work in a secure, real time and seamless manner so their "virtual store" is available to each and every end user. This is the "Service" side of the business that SUNW can do quite well in. They can be the one stop shop for hardware and service (including all of these "virtual storage" apps) where the ever changing customer product information, current price lists, specifications and the like can reside. They must also provide an integration team to help the customer knit together their order, distribution and delivery information so everybody is on the same page (i.e. the manufacturer, distributor, retailer and ultimently the end-user). It's has to be cost effective for the customer but it's a transition that must be made by the manufacture, their distributors and retailers. Or they will eventually die! I could see 75% of Sunw's future revenues coming from all types of services because there is a lot of "integration" business out there. Look at the success of Goggle. They can generate tons of sales leads for their advertising customers but are worthless if not turned into a sale. What good are these leads if you can not integrate them into the company's production and ordering systems to generate "real sales". Sunw must be the integrator in the "dot in the dot.com" to make this happen. This is a much different business than just building hardware Web servers like in the past. The Internet and the "virtual" business is transforming the way we do business. Sunw's "virtual storage" and security systems is one component of these services but there is much more to the solution. So, this is what I am looking for from Sunw. Maybe we will hear some other partnerships where our new STK sales group and Sunw's present software sales group provides some of these integration Web Internet services to help these fortune 1000 companies build their "virtual stores". EKS

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