Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Steve Lee who wrote (31827)	5/11/2000 1:23:00 PM
From: Charles Tutt	Respond to of 64865

If you think it will gap down in the morning, why not make a quick buck?

To: Steve Lee who wrote (31827)	5/11/2000 2:40:00 PM
From: cheryl williamson	Read Replies (1) \| Respond to of 64865

Steve, Complacency???? What complacency??? Sun has been building its product lines, its marketing clout, and its sales force for many, many years. Do you think that because there is competition in the enterprise and web server markets that Sun is going to fold up its tent & go home??? If you think Sun is going to be trumped by the likes of IBM, HP, CPQ, & DELL, you need to go back to school and learn about the computer business. Sun has a great product line in a rapidly expanding market, a great brand, and a great story to tell. That spells profits, Steve, big profits. This great "threat" of annihilation at the hands of "cheaper faster" hardware has been the so far unfullfilled promise of the INTC, IBM competition for year & years now. Computer companies spend a fortune each year on R&D. They leap-frog each other in benchmarks. Each has its own story to tell. All of them are excellent companies with superior products. What YOU don't seem to understand is that there is plenty of room for everyone for quite some time in a rapidly expanding market. They are all going to find a way to make money. You and all the other contrarians on this thread seem to think that all Sun does is make "overpriced underperforming enterprise servers" and that that is the sole basis for the company's existence. Yank out the margins and the company folds. Well, you're WRONG. Sun sells low-priced lower-margin servers and workstations faster that they can be made, and they sell a ton of service, as well. The emergence of thin client technology for the masses will open up huge markets, as yet untapped, for more & more web servers. So, Steve, this isn't complacency, it's common sense.

To: Steve Lee who wrote (31827)	5/13/2000 10:32:00 PM
From: THE WATSONYOUTH	Read Replies (2) \| Respond to of 64865

Re: "This is indeed a weird thread. Massive complacency as to SUNW's business prospects combined with massive paranoia about the intentions of those who question it." That has been my exact impression also. I consider this the biggest "rah-rah" thread on Si. They just will not accept how late UltraSparc III really is. A summer release of the complete updated UltraSparc III line would have shut the door on any inroads IBM,HP, or Compaq might have made. Now,the door remains wide open for at least another 8 months. My guess is that because the forecasted growth is so large, Sun will cede some business to the competition as long as its targets are met. But, how much business will they lose in the interim?? THE WATSONYOUTH