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

To: John Carragher who wrote (27964)	2/18/2000 10:03:00 AM
From: Lynn	Respond to of 64865

Thread: I am skimming a report over at ML right now on a corporate survey of buying intentions. Thus far, the report is focusing on IBM but there are comments about SUNW. Here are some snippets, in which I have included mention of a few other stocks I know are of interest to some people on this thread. My paraphrasing is in brackets; the rest are direct quotes: About 70% are positive on Microsoft's prospects in enterprise computing. But Windows 2000 doesn't look like it would seriously threaten Sun. We view NT (and Linux) as disruptive technologies that could cause Sun trouble in 2-4 years. [IBM is having problems] Want NT? That's Compaq's and Dell's heritage. Unix? Nobody's more committed than Sun. Storage? EMC is the gorilla. [70% of respondents are not going to upgrade their servers to W2K and 74% are going to run their servers on Linux during the next year. 70% of Unix users are not planning to move to W2K during the next few years.] The good news for Unix vendors, most notably Sun, is that Windows 2000 probably won't seriously threaten Sun... The bad news is that Sun faces challenged. A 64-bit version of NT combined with the Intel Itanium chip offering “good enough” reliability and scalability at one-third the price of Unix could cause Sun heartburn in 2-4 years. Lynn P.S. Nice to see you, John!