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

To: QwikSand who wrote (26783)	1/25/2000 7:02:00 PM
From: johnd	Read Replies (1) \| Respond to of 64865

QW, thanks for the post. I agree that US3 based system shipment should be watched carefully. From a business point of view, I would worry about margin pressures starting this Q. When IBM, HP (now under dogs) come out with a goal sto take 2-3% market share away from SUN, there could be some serious blood in the field. The Solaris for free doesn't help margin either. There are enormous. In fact it will be healthier for the stock to first go down to 65 - 70 and then build base and climb up; rather than make abrupt tank.

To: QwikSand who wrote (26783)	1/25/2000 7:50:00 PM
From: JC Jaros	Read Replies (2) \| Respond to of 64865

Just days before Zander's Solaris rattling, Sun invested 30 million dollars into Caldera. Sun invests elsewhere in the community as well. Zander is branding Solaris while the larger interest at SUNW is very much of a community mind. Somehow Zander's comments about IBM got misconstrued. Sun and Linux disto cos have deepening relationships. Once we're on the other side of the Solaris 8 campaign kick-off, I'm pretty sure this will all come back into correct context. In the big picture, Linux plays into SUNW (Sparc/Solaris) quite nicely. Linux has no brand. Sun is the brand. Linux is the low-end. Sun is the enterprise end. Linux SysAdmins earn $X. Solaris admins earn significantly more. Qwiksand, I think you're in error to see SCSL as an inferior 'free' model. If you look at the GPL, it's really skewed against the little guy (unintentionaly). SCSL is different than GPL. I'm in strong disagreement with those true believers who view GPL as the free model. It's not. People are starting to see "Open Source(tm)" for what it is; somebody's brand. Open Standards, on the other hand is* the community. -JCJ