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Technology Stocks : EMC How high can it go? -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (10073)	4/30/2000 8:41:00 PM
From: techtonicbull	Read Replies (1) \| Respond to of 17183

So Tony please explain why SUNW's server sales are accelerating?

To: Tony Viola who wrote (10073)	5/1/2000 5:01:00 AM
From: JDN	Read Replies (1) \| Respond to of 17183

My dear Tony: Using your arguement EMC is lost also. We too are by far the most expensive, ON THE SURFACE, solution to our segment of the industry. The trouble with those comparisons is that they are comparing apples to oranges. I keep saying SYSTEMS not IRON. Much of the cost attributed to SUNW and EMC is in the peripherals not the commoditized iron, whereas when you talk of CPQ or others, they are usually just plug in boxes. JDN

To: Tony Viola who wrote (10073)	5/1/2000 3:50:00 PM
From: alydar	Read Replies (4) \| Respond to of 17183

Numbers do not lie. SUNW took more server business away from HWP and CPQ more in that last quarter than in history. They are slamming the commodity server environment. How else do you think that revenues grew at a 35% clip. The internet enterprise sale is much different than the client-server at this point-in-time. Product differentiation is key right now. Large multi-national IT companies with complete/system solutions will be the first major beneficiaries of the internet. I doubt whether the enterprise products sold to corporate america will be commoditized like PC software and hardware. This is not to say that EMC will not continue to be the market leader in storage. It just means that companies like SUNW that offer a more complete solution will eat away at their markeshare. Why else do you think EMC's CEO is trying to position the company as the center of the internet solution. The company needs to broaden their product line out beyond storage to compete in this environment. ORCL, SUNW, CSCO, JDSU, IBM etc. are examples of how a complete solution is the preferred product by business for the internet. All, IMO.