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To: gdichaz who wrote (12436)	12/8/1999 3:47:00 PM
From: Jean M. Gauthier	Respond to of 54805

Exactly.... But the possibilities in the INTERNET infrastructure space for SUNW are very high, without HYPE'ing it IMO. Buildout for the US/canada Internet, maybe 10-15% done. Buildout for Europe Internet, maybe 5-7% Done, with strong competition to SUN from homegrown vendors, but SUN there nonetheless in the (probably) TOP 3. Asia, SUN stronger (no local champions) and buildout just starting , maybe 3-5% built up... Japan, same or better. SUN now has about a 115B market cap , and Cisco about 320-330B. I am goinfg to go out on a limb here (it's lonely and scary out here, but here goes... <g>), but their market cap by end of 2002 SHOULD be... .. .. 350B or so, and that is if Cisco does not grow and double again...., else SUN could be about 75% of Cisco's market cap. Today's 75-80's price, in 2002, should be 4X, or $ 300 to 350$ or the same as today, with 4 more splits (<g>), or 2 a year (like this year).. Everywhere I go, it's Cisco for data, Nortel for voice and SUN for servers.... sun everywhere.... I also see dell for PC's and compaq servers for departemental systems, but even then, lots of SUN's... All IMHO... I think SUN is a powerful blue-chip KING at least, in the server arena.. take care Jean

To: gdichaz who wrote (12436)	12/8/1999 5:13:00 PM
From: James Sinclair	Respond to of 54805

Watching from afar it has always seemed to me that NT was, is and will be no threat in Sun's space I'm sure NT is chipping away at the low end. My company (app. 3000 employees) used to run a mixed environment where we had Windows clients and the IT group ran most of the corporate servers off Solaris. About a year ago the IT group converted to NT servers because they believed they could reduce staff by only having to support one OS. Most developers I run into fall into one of two general classes. First you have guys like me who got most of our early experience developing in the UNIX environment. We can live with NT for small scale applications, but would never think of using it for a high volume, mission critical app. The other group have always done development on the Windows platform, probably have their MCSE, and think NT is the greatest thing that they've ever seen. Of course, the truth is probably somewhere in the middle. One last anecdote. There's a systems outfit here in the Boston area that runs ads on the radio offering to set your company up with Windows NT based PC's, the operating system that's "100 times more reliable" than Windows 95. Every time I hear that ad I think more about what it says about how bad Win95 was rather than how great NT is.