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: rudedog who wrote (32040)	5/18/2000 11:05:00 AM
From: JDN	Read Replies (1) \| Respond to of 64865

Dear Rudedog: Well, we all seem to be unanimous in wishing SUNW to bring out the next generation on schedule. The arguement has been what is the schedule? Management says they are on schedule and I tend to believe them, the competition says they are behind. I figure SUNW knows what they are doing, at least thats my hope. JDN

To: rudedog who wrote (32040)	5/18/2000 12:40:00 PM
From: cheryl williamson	Respond to of 64865

rudedog, I agree that IBM will be a formidable competitor to SUNW. Neither company is going to suffer in this market (IMHO). However, I will say that HWP is not the leader it once was. They have dropped the ball too many times. Though they sell generally good hardware, I can't say the same for HPUX. They spend a number of years draining resources from their Unix division in favor of NT, which turned out to be a big boo-boo for them. During that time Solaris moved way ahead of HPUX and remains ahead to this day. HWP is in catchup mode. Do they compete with SUNW? Yes. Are they a threat to SUNW's continued dominance? No. I'm willing to take a wait-and-see on CPQ. Since they have come to their senses and are back in the Unix market, they may have something to shout about. I don't have a crystal ball on them, though. For the near-term, I see the main competition for SUNW as coming from IBM. I would say that unless SUNW really drops the ball on USIII, they should keep rolling along just fine.

To: rudedog who wrote (32040)	5/18/2000 9:34:00 PM
From: Jack T. Pearson	Respond to of 64865

Sun, IBM, HP, and Compaq (DEC) have been leap-frogging each other regarding power and price for at least 15 years. The last time I traded off these companies was about 10 years ago. At that time, I called up all of the vendors of the applications I had to support to ascertain if the applications were available on each of the platforms I was considering. I always asked what platform they were using for development and why. At that time, the answer was nearly always Sun. I wonder what that answer would be today?