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Technology Stocks : All About Sun Microsystems

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To: Dennis who wrote (14664)3/9/1999 12:15:00 AM
From: The Ox  Read Replies (1) of 64865
 

corporations are moving towards thin client......I assume this is big for sunw...am I on the right track???

If corp. are moving towards thin client than what happens to companies like Dell??


This is one of the main reasons that the street has changed it's view on SUNW and has finally(IMO) allowed the stock to trade at a premium to it's actual eps growth rate. In the highest end computer systems, SUNW has been gaining market share, validating their thin client/fat server slogan "the network is the computer". Depending on the network architecture, there may be a number of tiers of servers in any given network, so there is room for low-end, mid-range, and high end systems. Even with thin clients, there are applications that can use and need the power of a true workstation, which can reduce the strain/drag on the network.

I think there is still room in the market place for both DELL and SUNW to grow rapidly.

I hope this helps. Please keep in mind this is a very generic point of view.
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