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Technology Stocks : All About Sun Microsystems

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To: Michael Watkins who wrote (9449)5/1/1998 4:38:00 PM
From: cheryl williamson  Read Replies (1) of 64865
 
Michael,

Where is it documented that NT outperforms Solaris? I'd like to
see it. Right now NT's calling card is it's support for MSFT
applications & price. Since SUNW's announcement of its low-end
workgroup servers & the Ultra-5 & 10 workstations, price is no
longer an issue. We have heard again, and again, and again, that
SUNW is the server of choice for high and mid-level enterprise
solutions. It out-muscles NT in speed, throughput, scalability,
and reliablity. SUNW low-end servers outperform anything CPQ or
DELL has come up with. That, my friend, is superior technology
and execution, when compared to MSFT's abysmal failure with their
Wolfpack Clustering, & "scalability day" ('97) attempts at
entering the Enterprise market. All I hear about NT is promises
for the future & what it will be able to do. I'm afraid that
doesn't cut the mustard with IT managers, who have relegated it
to low-end print & file servers, thus far.

Wall St. has 20-20 hindsight and runs on innuendo, gossip, and
rumor. VERY FEW of the analysts have the foresight that drives
industry to produce better products and services at lower prices
while still making a profit. If they did, they wouldn't be hawking
equities like used-car salesmen. Common, mid-level IT buyers are more
tech savvy than the tech analysts at Goldman-Sachs or DLJ, and the
pitch used by SUNW sales reps of price/performance & reliability gets
them on the customer's short list every time. IT managers tend to
be very pragmatic, so they don't respond to the typical marketing
bafflegab that grabs retail consumers. They aren't buying toys,
they're buying equipment. If you can't comprehend that message,
then you're posting on the wrong thread.

Just yesterday, I read a typical article (may have been a press
release) talking about SUNW's new Ultra's. It contained price
cuts, performance improvements, new server management software
written in Java, ISV programs, & sales & support initiatives.
What's so confusing about that? It's a comprehensive approach
to selling & servicing their products.

Apparantly Ericsson, Nokia, Sony, MCI, Motorola, IBM, Fujitsu,
Siemens, TCI, The US Postal Service, Intel, Baan, Oracle, SAP,
PeopleSoft etc... aren't bothered by Scott's behavior on camera.
So what's your problem?

cheers,

cherylw
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