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

To: rudedog who wrote (28774)	3/11/2000 1:46:00 PM
From: cfimx	Read Replies (2) \| Respond to of 64865

you said that the numbers can be ingored from IDC and THEN YOU WENT INTO A LONG DISSERTATION about the pc workstation market. I ask what does that have to do with compettion in suncoms core UNIX space? Please explain. I pointed out that this is UNIX because you brought up DELL and Compaq and the NT workstations. Again, WHY?? I have visited the ibm site on the S80 and everything I read tells me that the price performance SHATTERS anything suncom offers. Please dispute this is you have proof. I say denial because I don't think you have a handle on how impressive this new (late 1999) entry is. You fluff off the fact that it OUTPERFORMS suncom with FEWER processors, WITHOUT mentioning the COST of FEWER PROCESSORS. You are in denail about the effect that LOWER ASPs for SUPERIOR UNIX boxex from HP , and IBM will have on the MARGINS of suncom. But then you just make MOVEMENT bets on the DIRECTION Of suncom in the tech stock mania, I don't supppose that takes you very deeply into the SUNCOM financial model.

To: rudedog who wrote (28774)	3/11/2000 7:45:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 64865

rudedog, I only said that the IDC data does not state that RS/6000 S80 servers outsold UE10000 in revenue terms and that without an understanding of what the system ASPs were and where those systems were being used, the competitive threat to UE10000 could not be evaluated. The understandable bit of backpedaling from Sun stockholders, in that vein, is kind of refuted up front, in the article, several times by IBM, and IDC words: The servers -- powerful computers that manage other computers -- are designed to run the UNIX operating system aimed at industrial-strength business uses. Not completely convincing here, but industrial-strength doesn't usually mean print servers or department servers. "This shows that we're really outselling Sun in the top end," said Michael Kerr, vice president of product management for IBM's server group. Top end, pretty clear there that they're not talking about 1, 2 or 4 way machines. IBM is also seeking to grow its server business and redefine the competitive field by moving its copper technology to the mid-range servers, starting in May. "We're going to take that same technology and move it further down in our family," said Kerr. I would say that, in order to move down to mid-range, you must start at the top, implying these were top end servers. Tony