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Technology Stocks : All About Sun Microsystems
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From: David MacNeil11/30/2005 12:44:49 PM
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Sun's Opteron-Server Sales Proceeding 'Very Well'

David Ng, 11.30.05, 11:40 AM ET

Caris & Co. reiterated an "average" rating on Sun Microsystems (nasdaq: SUNW - news - people ), saying the software company's anticipated strategy announcement will likely concern accelerating development of Solaris applications.

The research firm added that this initiative will likely tie in to the early success in Sun's Opteron-based server sales.

"We believe that Sun's initial ramp in Opteron-based server sales is proceeding very well," Caris analyst Mark Stahlman wrote in a note to investors.

Caris said the launch of Sun's 'Galaxy' line as well as the integration between Sun and StorageTek has substantially boosted Sun's customer reach.

The research firm said the advantages of the Opteron chip, which is manufactured by Advanced Micro Devices (nyse: AMD - news - people ), is just beginning to become widely appreciated, leading to an accelerating pace of enterprise decisions to go "Opteron-only."

"Large-scale grid-computing installations--involving hundreds or thousands of servers--appear to be particularly well suited to Sun's servers," the research firm said.

Caris said adoption at eBay (nasdaq: EBAY - news - people ) and a potential adoption by Google (nasdaq: GOOG - news - people ) are likely to be followed at many other accounts.

Elsewhere, IBM (nyse: IBM - news - people ) is expected to counter-announce plans to facilitate switching software from Solaris to Linux, according to Caris.

forbes.com
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