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Technology Stocks : All About Sun Microsystems

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To: cheryl williamson who wrote (15970)4/29/1999 11:07:00 PM
From: Stormweaver  Read Replies (2) of 64865
 
First Cheryl let me caution you on accusing me of "crude language" and "name-calling" ; I have never done either one of these.

>> HWP is splitting up into 2
>> CPQ fired its long-standing CEO NOT because of "temporal" problems
>> of oversaturation in the market.

What your missing is there was a shift (not a slow down) to buying mainly sub $1000 PC's from upstarts like Microwerkz, Emachines and Jabil (and others). High end was oversaturated but like I said that is temporal. We'll see demand increase for > $1000 machines as the PIII roles out replacing PII and comes down in price. Look at DELL, GTW, JBL and hopefully CPQ being the fore-runners. IBM/HP haven't figured out the very competitive PC industry yet.

A UNIX workstation is no more RAS that a PC. If fact I could argue that PC serviceability is much better. DELL offers 24 hour replacement support for 3 years for any component. That means if my drive fails today, a DELL person will be on-site in my house the current day or following day with a replacement drive. Try getting that kind of support from Sun ?

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