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Technology Stocks : All About Sun Microsystems

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To: cheryl williamson who wrote (15876)4/28/1999 5:57:00 PM
From: Stormweaver  Read Replies (2) of 64865
 
Blind fanatacism is not good for the bottom line in your portfolio.

>>You seem to think that PC's are cheaper to buy & own.
>>PROVE IT. The last time I checked, low-end Ultra's were
>>priced competitively with high-end PC's with a price
>>performance edge & SUNW's famous RAS to make them a
>>much more attractive buy as a workgroup server and as
>>a workstation.

Huh ? Parts are cheaper making upgrading and maintenance cheaper; add-on cards/software. This is caused by greater competition which also serves PC owners well with faster innovation cycles. RAS is important in high-end n-way configs where companies are running their business engine and can't afford any downtime. Reliability, Availability and Serviceability at the workstation level is identical if not better on a PC. The PC is where software inovation happens for the desktop space. As a software developer I can develop for the 2% UNIX workstations out there or the 80% PC's running Wintel. Same holds true for hardware.

Regarding CPQ, DELL and friends taking a hit that was directly related to market oversaturation (temporal). The current market niche is the Sub $500 PC which is selling like hotcakes. CPQ is the only one to really drop the ball, DELL and GTW have solid predictions going forward.

Regarding your software/hardware battle take a look at where Sun derives it's revenue from : it's IRON baby. Sun is a hardware company not a software company. MSFT is a software company.
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