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

To: alydar who wrote (27060)	1/31/2000 6:23:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 64865

blisenko, Also, I think that EMC is about to hit some pot holes in the future. They have been very succesful such as DELL and the other PC-centric companies but it is very difficult to keep that growth going. I look at this as an act of slight desperation. Why else would anyone want to deal with MSFT at this time. Whoa, where to start. First, EMC is STORAGE, not PC centric anything. Next, storage revenue is growing faster, percentage wise, than is server revenue. More pertinent to this thread, EMC is growing faster than Sun. They are no longer an industry leader in technology They aren't? I believe they are considered the leader in storage, in all regards. More exactly, their software is what distinguishes them from all others and has them on top. Kind of like Sun's Solaris, RAS, service, etc. supposedly fuels Sun. Why else would anyone want to deal with MSFT at this time. So Microsoft is dead meat and not an important company any more? Wow. I thought I was bad as an Intel bigot. After reading you, I've just decided I'm not even a bigot. Tony

To: alydar who wrote (27060)	2/1/2000 5:09:00 AM
From: JDN	Respond to of 64865

Dear blisenko: about to hit some potholes??? Nope, dont agree. Mike R. response would likely be this: Like John Paul Jones, I have JUST BEGUN to fight. haha. Remember, the recent acquisition? That will put them sqarely in the mid range market. Remember the recent software co. acquisition? That will speed up their INCREDIBLE growth in software. I know, the recent guidance SEEMS to indicate slower %age growth but if you adjust for the larger bases it hasnt slowed at all and if you consider the opportunity to implement some more efficiencies in DG acquis. and the added software %age I think we will all be very happy with profit growth. As to MSFT, I have never heard of anyone doing ok if aligned with MSFT. Maybe this time it will be different. But, I got a feeling not as big a deal as I initially thought. Probably just some of the typical MSFT FUD. JDN

To: alydar who wrote (27060)	2/1/2000 5:20:00 AM
From: JDN	Respond to of 64865

Dear blisenko: I dont get the impression they are DIRECT competitors. Sure SUNW would like to get deeper into storage but I doubt SUNW looks at it as their main business. Sort of like a service to their customers. My feeling, at least for now, is that SUNW is really only looking at their NEW Solaris installations and offering a complete package. Storage is not as simple as one would think and I doubt SUNW is going to attack the broad spectrum. In any event, I respect both companies (SUNW and EMC). jdn