Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: E_K_S who wrote (24858)	12/16/1999 10:05:00 AM
From: rudedog	Respond to of 64865

Eric - Don't know anything about maxstrat. SUNW has in the past done quite a bit to lock in storage revenue, including tight constraints on resellers' ability to do storage substitution, but recent efforts by EMC and others to target SUNW with multi-vendor storage offerings has put that business at risk. SUNW needs to develop a good SAN story, initially via partnerships I would think, then by developing or acquiring the underlying technology. Storage represents a big revenue component and an even bigger profit contribution in the server market.