>>>The threat from Intel / NT is bad enough, but you throw K7's into the mix and price/performance will
plummet<<<
So, why is SUN's revenue accelerating? If you dont use SUN's products, it's hard to understand why they have not gone the way of DEC, SGI or other 'workstation' builders.
The answer is innovation. Sun is truly an innovative company (Java, JINI, Servlets, NFS, etc..)
Also, the move towards the internet and away from stand-alone boxes does not hurt.
The *real* loser in the advent of cheap PCs are Compaq, GTW and DELL.
Just take a look at their charts. The tape does not lie.
BTW, shorts, if AMZN closes above 200, you are toast!
Trust me on that :-))
--Olu E. |
