Re: Look Mr Short...
Jean,
I'm not short short SUNW!! I don't own any stock at the moment. All I own is 89 AMD call contracts.
20 May 90's
7 July 45's
10 July 60's
15 July 90's
7 January 70's
30 January 100's
I would never be crazy enought to short SUNW!! I know it's a stock traded on stupidity, much like ORCL. CSCO and EMC will continue to be leaders. All 4 stocks are overvalued. Keep your money in ORCL and be blind, I dare you. Larry Ellison has planted the seeds of failure in ORCL by taking on SAP and company. Who knows how soon it will be until it affects the bottom line? Read this (from a few months ago) and explain how ORCL has a bright future, OK? BTW- I won't be shorting ORCL either.
"WALLDORF, Germany, and SOMERS, N.Y. - SAP AG (NYSE: SAP), the leading provider of inter-enterprise software solutions, and IBM (NYSE: IBM), the worldwide leader in data management solutions, today announced an agreement to expand their global sales, marketing and development relationship. As part of this agreement, the two companies will work together to provide expanded choices for customers that wish to implement mySAP.com Internet business solutions and IBM's DB2 Universal Database on a variety of hardware platforms. These platforms include Windows 2000, in addition to the already available solutions for Sun Microsystems, Linux, Windows NT and IBM's RS/6000, AS/400 and S/390 platforms. Through this expanded partnership, customers can now take advantage of broader flexibility for a wider choice of hardware platforms when using IBM DB2 with SAP© solutions. In addition, customers will not have to incur the time or expense of changing their existing hardware platforms when porting to DB2 databases for SAP solutions."
Oracle has been competing with ERP and CRM vendors for some time, and many of them have become upset that what they considered their preferred database vendor was also a direct competitor. Siebel, a major player in the Customer Relationship Management (CRM) market, has already announced that it is changing from Oracle to IBM, and is transferring both its development facilities and preferred deployment database to DB2 UDB (Universal Database, which is the name for DB2 versions 5.0 and higher.) Now SAP has also abandoned Oracle, and is standardizing on DB2. According to SAP, benchmarks show DB2 performs around twice as fast as Oracle and SAP applications already use many other IBM products, including OLAP and data mining. (TEC predicted this development in September, see Vendor Challenges in "Oracle Co. - Internet Paradigm Boosts Applications Growth", September 1, 1999.) IBM has been smart enough to realize this, and has formed strategic relationships with the vendors as they abandon the Oracle ship. We expect this trend to continue, and it may spread to other areas such as business intelligence, sales force automation, financials, and others. As stated by SAP, "Today's announcement builds upon the strong relationship between SAP and IBM, which already includes DB2 and SAP joint product development and customer support, a joint marketing fund, a dedicated IBM DB2 sales team for SAP, dedicated SAP DB2 sales executives and sponsors worldwide, and integrated solution support centers in Walldorf, Germany; Toronto, Canada; and San Jose, Calif.
So where exactly are all of these ORCL sales going to be coming from in the future?
I happen to think that SUN should adopt the Itanium completely
You better hope not. Itanium is very likely to go down in history as the biggest debacle in the history of processors. Fortunately for SUNW investors, it appears Scott has recognized this and is giving it ho-hum support.
Get OUT of MicroProcessor design, and stick to the rest. But SUN did not ask me.
I feel the same way, but who do you get it from? It will be a cold day in hell before IBM is willing to sell SUNW the POWER3 or POWER4. It takes a minimum of 3 years to design a processor, so it's way to late, IMHO.
chic |
