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

To: THE WATSONYOUTH who wrote (31129)	4/20/2000 1:57:00 AM
From: Charles Tutt	Respond to of 64865

We've already discussed IBM's S80 in conjunction with the press release IBM found it necessary to correct a few days back. I think the key is that "S80" covers a lot of ground, configuration-wise, so that a raw count of systems shipped can be misleading. I believe S80 shipments (if you include the low-end S80's) should not be compared only with Starfires, but with a broader segment of Sun's line, and doing so will paint an entirely different picture. All JMHO.

To: THE WATSONYOUTH who wrote (31129)	4/20/2000 3:01:00 AM
From: JC Jaros	Read Replies (1) \| Respond to of 64865

You're wanting to apply Computer Shopper purchasing criteria to the enterprise server space. Most companies don't make purchasing decisions based on who the current price/performance leader is. The enterprise server world does not work the same as the home PC world. --- IBM may have a winner but they're the gang who couldn't shoot straight when it comes to putting together a cohesive anything. What, for instance is up with OS/2 and this initiative to run/port *nix programs to be leveraged by OS/2 just weeks after detailing their Linux focus blah blah blah. IBM could run a generation ahead of Sun for the next 2 years and still get their asses soundly kicked (as has become their habit). IBM, will not be able to escape the inevidability of having their market capitalization surpassed by Sun Microsystems by the end of this calendar year. (IMO) -JCJ

To: THE WATSONYOUTH who wrote (31129)	4/20/2000 8:46:00 AM
From: Jean M. Gauthier	Respond to of 64865

Oh Yeah ? So how come SUN dazzled everyone with 30% sales growth, and 49% profit growth, while your hero IBM lost 12% in hardware sales ? How come SUN has EXPANDED it's backlog , even with these results.. ? What bull ! Jean

To: THE WATSONYOUTH who wrote (31129)	4/20/2000 9:50:00 AM
From: Lynn	Respond to of 64865

Dear The: From the same article [who wrote it anyway???]: Merrill Lynch analyst Steve Milunovich sees the increased competition but last week said, "Competitors don't appear to be narrowing Sun's lead...Marketing momentum is keeping Sun in the driver's seat. IBM and HP are catching up on product specs, but Sun has the mindshare and is the default Internet server purchase." dailynews.yahoo.com Also, from the ML IBM research report paragraph I posted yesterday: "... IBM is losing share to more focused players like Sun, Dell, and EMC." Message 13462186 Someone called Jim Garden, "Technology Business Research analyst," in the article you point us to, an obvious IBM bull, says "[IBM] The giant has awoken." There are big differences between waking up, getting out of bed, sitting in a daze at the kitchen table with a first cup of coffee, and being on the go at 10 a.m. IBM has awoken but is still sitting on the edge of the bed, getting ready to stand up. Who to believe? Jim Garden, the IBM bull, or ML's Steve Milunovich? I have no idea who Jim Garden is but have the highest regard for Steve Milunovich at ML, who has demonstrated (to me) from his research reports, not merely on SUNW and IBM, that he is a careful researcher who knows what he is talking about and strives for objectivity. In closing, I fully agree with the reply you received from JCJ. Regards, Lynn