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To: nihil who wrote (87381)	8/29/1999 12:41:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Nihil, There is plenty of room up there in the top server layers. Then how do you explain S390 (IBM CMOS mainframe) just going sideways in dollar revenues now. IBM is the unquestioned best in service and RAS for both hardware and software, and their hardware is basically still the best (maybe "just" on a par with Intel for raw gate speed, about the only way they can be directly compared). Why is that, the big guy with the most experience/best product in big iron has stopped growing (starting to sound like Mary C. OTOH, her model has big iron ramping down pretty fast, rather than going sideways). Part of it might be that the legacy SW is not taught at any schools any more except Northern Illinois U. So, it's hard to even find people trained in MVS, VM, CICS, etc., to work on these legacy SWs. Then again, where is Solaris taught? (OK, it is Unix). This is an interesting argument, Sun's future, i.e., and what do I know? Nothing for sure, or course, but I'm just putting out my own fears that I would have if I owned Sun stock. I know I'd wake up, turn on CNBC and at some point in time hear Maria belting out (with maybe two thirds of it being understandable or correct) how Merrill Lynch is declaring that Intel's latest n-way, clusterable, Solaris or Linus or NT compatible Merced server is 3X better in price/performance than any Sun machine. For better sleeping purposes, I'll still stay out of Sun. Like Carl Mehr says, stay with Intel, Cisco and Microsoft (and I'll throw in a couple, three more, but no Sun). I don't have any fears of waking up to Maria (now there's a thought) belting out the staccato 'ML says your stock is going to go down the drain' (right of not). No such fear with the gorillas I mention that I can see. Tony