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Technology Stocks : All About Sun Microsystems

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To: DownSouth who wrote (5729)	11/19/1997 2:20:00 AM
From: paul	Read Replies (1) of 64865

E10000's dont replace RS6000's - except perhaps high end SP2's - their target is S/390 mainframes too. NT's rise is mostly at the expense of other file and print servers. I think the average # of processors for wintel boxes shipped is around 1.2-1.4 I dont think many people are running mission critical applications on 1.2 processors. However they are buying a lot of NT licenses since they have to buy a lot of boxes to run exchange compared to a Unix box. Nonetheless NT is fine for some applications and no one doubts that its goal is to eat its way up from the bottom. The unix market is still a $30 billion dollar market by the end of this century - many times bigger than the NT market. Sun has only a fraction of this marketplace and has plenty of room to grow. btw - your response to my car anology shows that Microsoft has just as much to be concerned about Java and NC's. Only the paranoid survive and Sun is not a fat and happy GM waiting to be taken down. Its fought tooth and nail against much bigger competitors than microsoft and more than held its own. Also about your American car analogy - i just bought one after trading in the Honda and have you compared the economy of the US against Japan recently?

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