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

To: JC Jaros who wrote (29171)	3/19/2000 11:38:00 PM
From: rudedog	Read Replies (1) \| Respond to of 64865

JC - re: To say SUNW hasn't proved itself because the Wintel fat lady has yet to sing, sounds a bit nonsensical to me Sounds pretty silly to me too... I don't think I said anything like that... I said SUNW has not achieved gorilla status yet but that the street has rewarded SUNW just on the promise that it will dominate. If the whole reward was already in the stock price, this would be a good time to sell, no??? re: Compaq doesn't have much to show for shipping all of those boxes, rudedog Less than half of CPQ's enterprise revenue comes from Wintel. that leaves them with nearly $12B annually in non-wintel enterprise business, which last time I checked was about where SUNW was at for the whole company. Taken as a business unit, CPQ's enterprise group has a charter and market which is similar to SUNW, has 150% of SUNW's revenues and 200% of SUNW's operating profit... what they don't have is mindshare or a focused market strategy... and of course, for an investor, they also are a little short on share price. My point there was more tied to what the world looked like to business planners at SUNW in 1997, when DEC had considerably more revenue and unit share in high-end UNIX systems than SUNW did, and was supposedly about to launch the next generation machine. But SUNW partisans seem too ready to dismiss CPQ as a kind of DELL with pretensions, when in fact CPQ outspends SUNW on R&D about 2 to 1, does a whole lot more business, and has a product line which is both higher up and lower down in the food chain. It seems a little cavalier to dismiss product revenues in the multiple billions of dollars as "not much to show".