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

To: cfimx who wrote (24654)	12/12/1999 8:47:00 PM
From: paul	Respond to of 64865

Exodus has been in this business for several years - Intel is getting in the application hosting business (which is different) for several reasons customer are having difficulty differentiating between a celeron and a pentium III or for that matter a Xeon - very bad news for Intel. AMD Athlon - again, not good for Intel and a general need to capitalize upon new markets and growth rates that its core business cannot provide - something i applaud. There is little reason to believe that Intel dominance as a chip vendor for pc's gives it real advantage as an ASP - their announcment that they would provide Sun servers as well as Intel servers is a proof point that they arent in any position to set standards - and in fact have to compete on a set of metrics which have nothing to do with their core business - i.e - availability, scalability, services, data center management. whether or not many .com companies make it or not after this somewhat historic time doesnt reflect poorly on Sun, if a shakeout happens which of course it will new players and opportunies will be created.

To: cfimx who wrote (24654)	12/12/1999 8:48:00 PM
From: trouthead	Read Replies (1) \| Respond to of 64865

You are right that most of the .com 's starting now and filling exodus's racks will fail. However, the remaining sucessfull companies, and their growing needs, will more than make up for the loss. jb