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Technology Stocks : All About Sun Microsystems
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To: Joe NYC who wrote (63284)9/15/2005 6:21:11 PM
From: QwikSand  Read Replies (1) of 64865
 
The situation will not always be the same. Dell with its Intel based servers will become more competitive soon. But now, Dell is so far behind that it borders on ridiculous.

How would you take advantage of the situation, knowing knowing the disparity this large will not last forever?

This is a crucial question and, while the disparity may not be this large forever, if there's no disparity at all and no edge for Sun, Sun's goose is cooked. I would like to know your reasons for thinking it will vanish.

I waited and held my shares because of Andreas Bechtolsheim. In his particular case, I do believe the hype. I think the disparity in performance comes in large part from superior design of interconnects and memory systems and etc. There must (in the sense of "it is imperative that there be") value in selling a machine that Bechtolsheim designed when Dell is selling a Taiwanese connect-the-dots motherboard I can buy at Fry's.

If your assertion is that Bechtolsheim's unique abilities as a designer were confined to cases and power supplies to support a commodity opteron-and-nvidia computer that will be quickly overtaken by future iterations of the Xeon, and you turn out to be right, then I consider my SUNW shares worthless.

--QS
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