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: cfimx who wrote (25601)	1/3/2000 3:53:00 PM
From: QwikSand	Read Replies (1) \| Respond to of 64865

Forbes only got it wrong if Sun fumbles the Ultra 3 execution. Possible, but unlikely at this point. --QS

To: cfimx who wrote (25601)	1/3/2000 4:40:00 PM
From: JC Jaros	Read Replies (2) \| Respond to of 64865

forbes got it wrong as usual... I'm confused. Can you point to the person or entity you feel gets it 'right as usual'? No fair choosing Scotty. like the feds who let you and your buoyzzz out of the pen on sunday. <g>* Yeah? Well keep your eye on Lumber futures. All I know is somebody makes a phone call to Chicago, and everybody's making money on Monday. Anyway, we've got the patent on the genetically engineered Sequoia Hemprevirons(TM) and Maxxam Corp[1] is going down. Why are you trying to distract me? How are we doing so far with our MSFT -v- T match race? -JCJ [1]http://bari.iww.org/iu120/local/maxxam.html

To: cfimx who wrote (25601)	1/3/2000 6:19:00 PM
From: tiquer	Read Replies (1) \| Respond to of 64865

forbes got it wrong as usual... Reflecting on years past... To those new to the thread... This is what Twister was spewing three years ago and 600% ago for Sun... The Twit has been consistently wrong... Pay him no mind.. Cheers, Roger To: RAT (1411 ) From: twister Apr 19 1997 2:05PM EST Reply #1434 of 2234 Rat, I HONESTLY belive that Sunw is on track to repeat the Apple and SGI debacles. As you recall, those companies arrogantly defied the undeniable secular trend in computing today. Those companies are staying at the "vertically rated" party far too long, as is Scott Mcnealy's Sun Microsystems. Sott has set up Sun to be what I believe will be the "last" great vertically integrated computer company. That is Sun designs, builds,sells it's own Hardware, OS, and support software, as well as having a service and support structure. The problem: And nobody around here believes this will happen, but Microsoft and Intel, looking for EVERY available opportunity to grow their domains, each have SUN in their sights. While there was always some competition, Micosoft and Intel are now overtly targeting the bread and butter businesses of Sunw, i.e. the workstation and server markets. Already, inroads are being made at the low end forcing in essence, sunw to pursue the "high end graveyard" to borrow the astute terminology of ex SGI founder Jim Clark, who btw, left SGI at THE TOP. Sunw now has defiantly set itself up as the WINTEL alternative, when it is plainly obvious that CUSOTMERS LIKE wintel products. And despite protestations from Mcneally, MS OFFICE, as is plainly evident, IS A WINNING PRODUCT, not a loser as Scott would have it. Many of Sunw's feircest competitors have already recognized the Wintel threat and are HEDGING their bets. That IS PRUDENT BUSINESS practice. That is not happening at Sunw. From my vantage point, Sunw will eventually be further walled off and isolated at the high end, and increasingly face the Apple problem of selling to the "converted." The marginal customer will be a tough sell. Prices will ventuall have to be dramatically lowered, first on the low end, then on the high. That will crash gross margins, which are unustainably high. Of course, this is the same fate that SGI and Apple are dealing with now. Will it happen overnight, No. But day by day, wall street will be measuring sunws progress more and more against the announcements of INTEL and Microsoft'senterprise strategy, and less against HP, SGI , DEC. Predictions: Wall Street wants to see a WINDOWS NT strategy at Sunw, if only a contigency plan. This will continue to be a wind in sunws face. Someone said that they expect a major announcement shorty. I think that Sunw may want to SELL itself and allow Mr. McNealy a graceful exit. They may do something desperate like buy Apple, which would be a disaster. Sunw's Gross Margins are headed to the sub 40% level within 18 months. I say this not because I HATE sunw, but because this is the "rule of law" in the computer business. I recall ED Mcraken, a smart fellow, saying that SGI absolutely DEPENDED on high gross margins to execute their business model. Sunw has that same dependency. You can say that Sunw is not SGI and not APPLE. Go back and look at the 5 year charts people. These companies were once considered INVINCEABLE.