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

To: JDN who wrote (31588)	5/6/2000 9:30:00 AM
From: Bald Eagle	Read Replies (1) \| Respond to of 64865

IMO, Sun is definitely a competitor of EMC in the storage arena. Of course, EMC sells their storage solution for IBM, HP and other big UNIX boxes as well as for Sun's. Naturally, Sun concentrates on selling storage solutions for their servers.

To: JDN who wrote (31588)	5/6/2000 1:15:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 64865

JDN, >This is important to me at least as I do feel storage is likely to take center stage in the future, whether they share it with servers or not, I dont know,... Oh no, you've fallen for that prediction on the EMC thread! How about Barrett's statement that only 5% of the servers are out there now that will be needed by ISPs, ASPs, Internets, Intranets, etc., by 2003 or 2004? That's a bundle to split among the boxmakers, Sun and Intel. All it takes is one company like Intel (but somebody else) to do the standard high volume thing with storage, like Intel did it in chips. I really think that storage-going-centric thing is contrived by the storage box makers. Also, Moore's law for storage density, if there is such a thing, is probably moving even faster than the real Moore's law. This would keep storage sales from exploding so much, even when storage volumes are. I'm holding EMC, but that new centric thing is a myth, to me. Tony