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

To: rudedog who wrote (28036)	2/20/2000 9:46:00 PM
From: Bill Fischofer	Read Replies (1) \| Respond to of 64865

I think it also points out the flaw in the current SUNW vs. Wintel debates which seem so popular both here and on the MSFT and INTC threads. As long as Wintel is viewed as trying to "storm the castle" and become the "new mainframe" then they are fighting the last war and this will remain at best of academic interest. The real threat to SUNW, IBM, and HWP is akin to the elephant and the ant army. As this inversion of the traditional role between processing and storage unfolds over the next five or so years the real question is how do the traditional processor vendors fit into a world in which storage networks are at the center of the enterprise surrounded by a cloud of thousands of commoditized servers competing for attachment rights to the storage network? Ironically the more the network becomes the computer the less important the "central processor" becomes in the overall scheme of things. Storage is supreme in this model because when the network is the computer your data is your company.