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

To: rudedog who wrote (24248)	12/7/1999 4:58:00 PM
From: E_K_S	Read Replies (1) \| Respond to of 64865

Hi Rudedog: The other area poised for huge growth is the enterprise storage area. We discussed CPQ's position in this area on the CPQ thread but could you share your view of the industry in general and how both CPQ and SUNW plan to capitalize in this growth market. SUNW had some problems with their micro-code integrating their cross platform storage solutions. I believe this has been resolved and SUNW has storage systems that work across platforms. Also I believe SUNW announced a joint marketing agreement with EMC to deploy these new storage products. How do you think these JINI network storage devises will be used in a corporate or enterprise network (if at all). EKS

To: rudedog who wrote (24248)	12/7/1999 5:15:00 PM
From: Thomas Mercer-Hursh	Read Replies (1) \| Respond to of 64865

SUN's real strategy is to both direct and dominate that direction. I don't think there is much question that this is their strategy and no secret about it. The only real questions are: * Do they have the right vision? * Do they have a compelling value proposition relative to that vision? * Can they execute on the vision? The first of these is largely a matter of opinion which will only be tested by history. I will say, though, that the vision requirement for Sun is a bit different than it was for say Forte. With Forte, there was a need for a very clear and detailed goal that would take a couple of years to reach at a minimum and which then must be still right enough to keep building on. With Sun, it is more a need to be nimble and quick as the possibilities of the Internet unfold and they seem to be pretty good at that lately. As for the compelling value proposition, with a well-received hardware line on the one side and Java, Forte, and iPlanet (maybe StarOffice) on the other, there doesn't seem to be anyone but IBM that can come close to covering the bases for one stop shopping the way Sun can and some of what Sun has is unquestionably best-of-breed and fairly unique. Execution seems to have been pretty good to, so far.