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Technology Stocks : All About Sun Microsystems

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To: Stormweaver who wrote (15648)	4/22/1999 10:06:00 PM
From: Claude	Read Replies (2) of 64865

James, just like to add that I have appreciated your comments on this thread. I have to agree with your assessment but there is a place for SUN. The Internet ECommerce boom is being VERY good to SUN (although I would have thought it would be better). I guess my view is much different than the myriad Unix Sys Admins that POST here. I work in corporate America doing IT as a consultant. When I see large companies getting by with NT servers (this was 2 years ago and they were dual pentium II 200 NCR boxes) running their data warehouses serving over 3-400 CONCURRENT users I don't see why the PC platform can't serve most business needs. In every company I've worked in the Unix servers have been relegated to large DB and web servers. Networking, application servers, workstations have always been PCs. My impression from speaking to the managers of these departments is that if the performance would be adequate on the PC platform for any of the functions the Unix boxes are now doing they would switch over in a minute. It is acccepted in the business world that the NT platform is MUCH simpler to manage, cheaper to own, and has vastly more apps that run on it. Lucky for SUN ECommerce grew so fast along with the need for high-end servers. However, I see two threats to SUN in that space: Linux and the PC which will certainly move up the performance/reliability/scalability curve with Merced. I don't claim that it will be as good as SUN's high-end, just that it does not have to be to gain market share. I am hoping to see SUN begin to really capitalise(sp?) on software this year. Maybe the AOL/Netscape deal will help but I am extremely skeptical. I think AOL is overrated and that they will NOT meet the broadband challenge. Claude (rhymes with TOAD)

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