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Technology Stocks : All About Sun Microsystems

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To: Stormweaver who wrote (15881)	4/29/1999 2:19:00 AM
From: paul	Read Replies (1) of 64865

Im encouraged that you (rightfully)think Sun stands to pick off some of its traditional competitors but Sun's growth spurt is coming from new ecommerce vendors and service providers - ebay, amazon, cdnow, egghead.com, outpost.com, AOL, Exodus - all Sun customers - these guys arent locking down their data centers and waiting until Y2K is over like traditional ERP and database customers. This is a big reason why Sun is growing much more rapidly than its competitors - Sun has been talking about computing as being a utility for years now and everyone else is just catching on with the Internet and Sun has been their for years building the plumbing with the best TCP/IP engineers in the world. your claim that Sun needs to "embrace the PC" is pretty funny. The PC is a blip on the radar never mind being a horrible business except for Microsoft. Repeat after me...The NETWORK is the computer....

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