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To: rudedog who wrote (156015)	4/5/2000 3:47:00 PM
From: Lee	Respond to of 176387

HI Rudy,..Re:.and hold no equity position in SUNW. But I don't see it happening. According to IDC, SUNW's main competitors in the midd-range server market are IBM, HWP, and CPQ. Worldwide Midrange Server Revenues Shrink 10% in 1999, According to IDC idc.com In 1999, the top two vendors in the market, IBM and Hewlett-Packard, experienced 12% and 5% losses, respectively. Both were hampered by aging products, but have taken steps to correct the problem by introducing new products. The number three and four vendors, Sun Microsystems and Compaq, meanwhile, bucked the market's downward trend. Sun's revenues increased 24% while Compaq's grew almost 18%. "One of Sun's greatest strengths is the fact that its product line was stable and focused ? maybe even enhanced ? during 1999," said Jean Bozman, director for IDC's Commercial Systems and Servers research program. Sun recently introduced a financial division, Sun Microsystems Finance. "Sun can use its financial group as a weapon against its chief server competitors, IBM, HP, and Compaq, all of which have significant financial arms that encourage corporate purchases of large server equipment," Bozman added. However, it looks like DELL has a great opportunity in the Appliance Server Market coming up.<g> Worldwide Appliance Server Market Will Surge Past $11 Billion in 2004 idc.com March 20, 2000 - For server vendors, appliance servers are too hot not to touch. IDC estimates this quickly emerging market will develop into a $11 billion-plus opportunity worldwide by 2004 - this from a market that was significantly under $1 billion in 1999. Appliance servers will be quickly adopted by both enterprises and small businesses, but for different reasons. "Today's service providers and dot-coms are demanding reliable and scalable solutions to provide dedicated functions for their organizations. Alternatively, many small offices and businesses are looking for inexpensive, reliable ways to build a network and to get their business connected to the Internet," said Mark Melenovsky, research manager with IDC's Worldwide Commercial Systems and Servers research program. "IDC believes that appliance servers will find growing acceptance as solutions in both of these market segments." Cheers, Lee