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 (32852)	6/16/2000 6:02:00 AM
From: JDN	Read Replies (1) \| Respond to of 64865

Dear Rudedog: To be honest, although I certainly am no expert, I was thinking the same thing. I even thought, perhaps because of the lower price AND great scalability that SUNW really is attacking the NTAP space even though I realize NTAP is NAS and SUNW product is SAN. The demonstrations were very impressive and if its still available I would strongly urge you to go and listen and watch them at the site. (URL was posted on this thread the day of the demonstration). I was thinking perhaps they emphasized EMC and its refridgerator sized and priced boxes to get even with EMC saying SUNW was no competition some months ago. Another question, you seem pretty close to what goes on in this industry. Have you noticed Scott McNeally seems to be turning more and more over to Ed Zander? Nothing against Ed as he is obviously very bright, but noone in the whole world, IMHO has Scotts ability to delight the audience with his quips etc. and the unique ability to explain things in laymens terms that EVEN I can usually understand. haha. JDN

To: rudedog who wrote (32852)	6/18/2000 12:46:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 64865

Saw your "cool post" status, rudedog. Congratulations. I believe you are severely underestimating the threat that SUNW perceives from storage companies other than IBM and CPQ. EMC is growing over 30% per year and NTAP is growing over 100% per year. Much of this growth, especially from NTAP, is at the expense of SUNW. While the percentage of sales that NTAP is eroding from SUNW is small potatoes, at a growth rate of 100%, it won't take long for it to be very significant. If you watched SUNW's T3 storage webcast, you would have seen that it was EMC and NTAP that were compared for price/performance. I believe that may indicate who SUNW believes to be the real competitors in this space. Just my opinion.