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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: cheryl williamson who wrote (20741)	10/5/1999 3:55:00 PM
From: JC Jaros	Read Replies (1) \| Respond to of 64865

I don't see any real challenge to SUNW's growth in this market. This is a market that has now reached just 5% saturation. When it does reach saturation, SUNW will have a BIG chunk of it and will continue to make money on maintenance and service. As long as e-commerce grows, SUNW shareholders are in the money. It's just that simple. You go girl! Twister- Two things: I notice MSFT P/E is going down. Is that a good thing? Also, here's a puzzle in kind for you in the form of a Slashdot link/discussion thread. slashdot.org -JCJ

To: cheryl williamson who wrote (20741)	10/5/1999 4:33:00 PM
From: JDN	Read Replies (1) \| Respond to of 64865

Dear Cheryl: Gosh, I love it when you talk like that!! JDN

To: cheryl williamson who wrote (20741)	10/5/1999 6:41:00 PM
From: marvin litman	Respond to of 64865

CHERYL, it's been a while since I made a print out of any posts on the SI board. Your post (MORE LIKE A VERY THOUGHT OUT ARTICLE) impressed me so much that I had to make a print out. Tomorrow I am going to bring it over to my broker at MORGAN STANLEY. Thank you, MARVIN

To: cheryl williamson who wrote (20741)	10/5/1999 7:42:00 PM
From: QwikSand	Respond to of 64865

They're all playing their own version of 'Waiting for Godot' while they lose critical marketshare/mindshare to SUNW. Yeah. And Bill G.'s playing his own version of 'Krapp's Last Tape'<g>. --QS

To: cheryl williamson who wrote (20741)	10/5/1999 10:40:00 PM
From: tiquer	Read Replies (1) \| Respond to of 64865

Speaking of e-commerce... I just turned on the tube. The series is on. Microsoft is airing a commercial about the great e-commerce solutions they have. I guess if they "say" they have it, they must have it <g>... wonder what their e-commerce solution consists of... Fill me it Twit... Cheers, Roger

To: cheryl williamson who wrote (20741)	10/5/1999 11:54:00 PM
From: marvin litman	Read Replies (2) \| Respond to of 64865

Cheryl, By the way....Is that statement true that the saturation point for SUN in the server business has only reached 5%? If it is true then the price of SUN stock is in it's infancy!!!! MARVIN

To: cheryl williamson who wrote (20741)	10/6/1999 9:16:00 AM
From: Reginald Middleton	Read Replies (3) \| Respond to of 64865

Here comes the devil's advocate... IBM was a one stop shop in the 80's as well. It obviously takes more than being a one stop shop. With the commodization of hardware, it will be worth shopping around. Then there are those companies that will specialize in putting together a package for you, they are the real solutions company, Sun is still just a hardware company with some software extensions (albeit they have a lot of momentum, yet no profit from Java). Assume you just brought your own ISP or e-commerce company public. Everything is riding on your QOS. It HAS to be 7x24 with high availability and redundancy to the extent of less than 1 hour downtime per year. And it MUST be a secure operating system. You have to be able to take 1 million+ hits per day and you need high TPC/C benchmarks with reliable database servers. You need the ability to expand the servers and their capabilities with your expected business growth. Assuming such, and Sun offers the solution for 1 million dollars, while Dell offers the solution on the same hardware platform (Merced) with a choice of two OSs (Win 2000 or Linux), at about $400,000, with proven storage capabilities coming from IBM, which would you choose. Let's assume you just won two million in funding, Dell allows you to lease the equipment at $9000 per month, and the specs have the Dell solution giving you the best bang for the busk as well as a 50% lower aggregate price. Then assume that if you go with the Win 2000 package, you get the entire slew of applications along with the hardware/OS (DB, application server, marketing support, terminal server support for Office 2000 and back office application ASPs, etc.). Then assume that computing power prices are dropping so fast that you are weary of committing 25-50% of your funding to just the hardware to run the op, and Dell can offer you the latest and greatest for less than Sun's actual cost. Then assume that you chose Sun and had 1 hour of down time for the year, and your competitor chose Dell, and had a full day of downtime for the year, but took the 1 million dollars or so in money that he saved and used it for a marketing blitz that took away 30% of your potential customers, of which he lost 8% due to the service droppage. Meanwhile, since you put your money into the Sun brand instead of marketing and other operations, you were not able to encroach upon any of his prospective market. Net result, you gain 8% market share, he gains 22%. Just a day in the real world of entrepunrial business, which is why NT is gaining share so quickly, it offers a lot of bang for the buck backed by a company that is known to deliver. The same goes for Dell. You don't need a fast chip with awesome cacheing capabilities, you don't need a whizzy gui with talking paper clips, you need a SOLUTION. That means you have 2 choices: SUNW or IBM. Do you really believe that?? So you don't think Dell, Intel or MSFT will take prospective market share from Sun? Didn't you think that 4 years ago when Wintel aimed there sites at the workstation market? Look at where Dell, INTC and MSFT are now, and who do you think they took the workstation market share from? Remember, they started from zero.