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

To: JDN who wrote (32821)	6/15/2000 1:05:00 PM
From: JC Jaros	Read Replies (1) \| Respond to of 64865

I agree with Qwiksand, although he hasn't posted yet. Sun has been in this space for awhile and announcing a big push against market leader, EMC (which in fact they've already mentioned in the most recent earnings con call) isn't going to magically put numbers on the board. --- In some ways it's like HP talk about making a big push into the Unix server market against Sun (market leader). --- Truly, this will be a great thing as it becomes part of Ed's breakaway year. -JCJ

To: JDN who wrote (32821)	6/15/2000 1:24:00 PM
From: E_K_S	Read Replies (2) \| Respond to of 64865

It appears that if SUNW has the right solution with their new storage offering, storage revenues should grow at a faster rate than server sales. Sun Makes Data-Storage Push (06/14/00, 6:20 p.m. ET) By Ken Schachter, TechWeb News From the article: (http://www.techweb.com/wire/story/TWB20000614S0020) "...Sun Microsystems on Wednesday disclosed key pieces of a strategy it hopes will vault it into the top ranks in data storage. The Unix server giant rolled out its StorEdge T3, an expandable array of hard disks based on the rapidly expanding network-attached storage (NAS) architecture. NAS separates the storage units from the servers. The StorEdge uses fiber-channel technology to move data to and from the disks..." "...A study by Forrester Research found that in 1996, 25 percent of information technology spending was on storage, while 75 percent went to servers. In 1999, the division was 50-50. By 2003, the positions are expected to be reversed, with storage accounting for 75 percent of spending and servers for 25 percent..." =========================================================== Maybe Rudedog may have some comments. It sounds like SUNW should hit the sweet spot of the market if everything works correctly. EKS