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Technology Stocks : All About Sun Microsystems
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To: Dennis who wrote (12593)12/13/1998 12:59:00 PM
From: E_K_S  Read Replies (1) of 64865
 
Hi Dennis - I believe the quick answer to your question is NO but they would compete in the low end market if they pre-load their servers with SUNW's SOLARIS 7 OS (x-86 version or Merced version when available).

Perhaps in 18 months when Intel is producing their MERCED chip will the DELL/INTEL machines really compete with the middle end of SUNW's server market.

However, IMO this would be a net positive for SUNW if the box makers pre-loaded their server machines with SUNW's SOLARIS OS. Software is a higher margin product and the market would eventually assign a higher PE to SUNW's future earnings.

It will be interesting to see how this develops in the future. Users will not tolerate systems crashes once they install E-Commerce application servers for their business. These mission critical applications must show an up time of 98% or higher.

EKS
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