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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: rudedog who wrote (160116)	8/28/2000 6:59:52 PM
From: Bill Jackson	Respond to of 176387

rugedog, That was a good assessment of the Solaris culture etc. Dell is not in the business of doing hard work for such fruit, low hanging or not.Dell is after the fruit on the ground. They will instead try to outfland them in standard MSFT stuff and hope the MSFT makes their stuff capable of challenging Solaris. I was at a talk once where a solaris person stated that an NT person proudly bragged that his NT sevre had no crashed for 33 days. A chuckle rose from the Solaris strong audience....people who see their servers gor for years with no crashes. MSFT is a few years away from being able to demo servers that can run with heavy traffic for 2 years with no crashes. Bill

To: rudedog who wrote (160116)	8/28/2000 7:41:39 PM
From: John Koligman	Respond to of 176387

Amen Rudedog <ggg>... Deja vu for me, this is similar to the 'PC replacing S/390 and MVS' 10 years ago. Problem is, I know customers that ran MVS systems without an IPL for a year, I wonder how many run NT that way??? Regards, John PS - We won't get into MVS recovery capabilities, such as restartable wait states, spin loop recovery, CHPID/DASD, etc. <ggg>

To: rudedog who wrote (160116)	8/28/2000 9:15:32 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Rudedog, Hi!! RE: I suspect that what DELL is actually doing is not going after SUNW, but instead working on new markets where the barrier to entry is less steep, and where their partners, Intel and MSFT, can do the heavy lifting. I think that the statements targeting SUNW are pure PR, designed to deflect comparison with the PC sector and give DELL some halo as at least a player in the high end. I just don't buy it. I believe in time we will see... Best, Kemble

To: rudedog who wrote (160116)	8/29/2000 12:47:00 AM
From: Mary Cluney	Read Replies (2) \| Respond to of 176387

Rudedog,<<<The notion that Linux is competitive with Solaris because it is a Unix variant is laughable.>>> According to Netcraft, a research firm, Linux is currently the operating system on 36 percent of Web servers. But, more importantly, Linux is about Open Source software development using microprocessor based servers. SUNW can only employ a limited number of programmers to develop, enhance, and maintain their proprietary OS. Open Source software development as the name suggest allow many more programmers to have access and contribute to OS software development. (Just think of all those Indian programmers slogging away in Bangalore or whereever). Organizations will increasingly have difficulty in allowing any one company to maintain in secrecy OS software. Similarly IBM has for years maintained the same RASmataz that you are attributing to SUNW and their proprietary OS. The handwriting is on the wall. Dinosaurs will have to give way. Mary

To: rudedog who wrote (160116)	8/29/2000 2:43:51 PM
From: D.J.Smyth	Read Replies (3) \| Respond to of 176387

rudedog It requires deep technology investment with both the customers and the application development community, a broad and capable services organization, and the patience to pump money and resources into the segment for many years years? you make is sound as if IT directors are the most deeply entrenched staff within an organization (that's a joke)... from 89 to 95 SUNW was little more than a software-over-system promoter whose stock price was as stagnant as corked pickles (until about three years ago). yet, "most" of the advancements in workstation technology have come in the past two years, much of which hasn't yet been applied to the market due to the grip of UNIX. these advances will cause the damn to give sometime; and probably sooner than we all think.