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


To: cfimx who wrote (23789)12/2/1999 2:42:00 PM
From: JC Jaros  Respond to of 64865
 
You have different numbers? I heard that over 90% of *your internet traffic goes through Sun servers. Also, M$ is *losing server share (according to the latest Netcraft report).

You're in denial? :)

-JCJ



To: cfimx who wrote (23789)12/2/1999 2:44:00 PM
From: cheryl williamson  Read Replies (1) | Respond to of 64865
 
You wouldn't know a fact if it hit you square in the
face. You don't know anything about business
economics, either. Now that I think of it, you
don't know anything about computer technology either.
You don't seem to know much about anything we discuss
on this thread.

When you talk about cost amortization of chipsets, try
factoring in the gross margins involved and you'll
discover, no doubt to your surprise, that SUNW is in
a different market than INTC and your theory of advantage
to INTC based on economies of scale doesn't hold water.




To: cfimx who wrote (23789)12/2/1999 3:02:00 PM
From: cheryl williamson  Read Replies (4) | Respond to of 64865
 
"A good example of our strength today is the fact that Compaq
is selling at about $24/share when it sold at $40/share a
year ago as we have seen declining marketshare in the PC
market, declining margins on a per-PC-basis and poor earnings
growth, including declines for charges against the recently-
acquired Tandem and DEC divisions. I MUST try to convince
these poor slobs (I mean shareholders!!) that we are penetrating
the web-server market at a record rate or we are toast & I'm out
of a job."

-- Ben Rosen Chairman of Compaq in a speech to himself as he
spoke to unsuspecting CPQ shareholders like twister, Dale J.,
and Jim Kelley.