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Technology Stocks : All About Sun Microsystems

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To: cfimx who wrote (7647)	2/10/1998 5:00:00 PM
From: Andy M.	Read Replies (1) of 64865

Twister, I can't really answer your point about wintel's encroachment on the high-end server space, except to say that right now Sun has a lead there and the market is lucrative and growing (that's why wintel is going after it which only vindicates the market focus Sun has had all along). If NT ever does gain performance parity with Unix, then Sun will certainly be in trouble (how big an "if" this is is beyond my expertise), if by that time they haven't gotten some other product advantage (javastations, consumer appliances, that storage business I keep harping about, which works with unix and NT; I think NT-based systems are several-many years from being the mainframe killer Starfire is; meanwhile Sun won't be standing still; two or three years ago it would have been hard to predict its current product line). It's hard to say how this battle will go right now. I think one really good indicator will be how Sun's Darwin line does. If those machines don't stem NT encroachment, then it seems that Sun really needs to stay well ahead on the high end. Andy

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