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

To: Michael F. Donadio who wrote (35487)	9/19/2000 2:46:10 PM
From: Bob Kim	Read Replies (1) \| Respond to of 64865

and is a DELL, CPQ killer, IMO. Dell and Compaq each generate more revenue in one day than COBT generates in a year.

To: Michael F. Donadio who wrote (35487)	9/19/2000 2:47:20 PM
From: QwikSand	Read Replies (4) \| Respond to of 64865

Michael: I agree. It looks like a toweringly brilliant deal, all the more since it's no-cash. This means Sun is now finally building Intel boxes. Or is that AMD boxes? Is Sun the first Sledgehammer heavyweight backer? --QS

To: Michael F. Donadio who wrote (35487)	9/19/2000 2:58:20 PM
From: JC Jaros	Read Replies (1) \| Respond to of 64865

Did they mention anything about architecture? Is it to remain MIPS based? --- Man, this *is huge (and disruptive). The biggest question in my mind is -- the Qube is a square thing. The Sun logo is a diamond thing. Are they going to have to set these things on edge to get the Sun logo plumb? --- Has this not occurred to anybody else?! :) -JCJ

To: Michael F. Donadio who wrote (35487)	9/19/2000 3:36:04 PM
From: rudedog	Read Replies (2) \| Respond to of 64865

Michael - pretty silly on the "a DELL, CPQ killer" remark. Both CPQ and DELL have appliance server products which probably sell more in a month than COBT sells annually - and they make money doing it, something COBT has yet to manage. Your statement is as humorous as the posts on the DELL thread about how DELL is going to eat EMC and SUNW high end business. DELL is just ramping up that business, but CPQ has had appliance server products in the market for 2 years. What happened to SUNW engineering? They have a decent 1U SPARC rackmount box, they surely could put out an appliance which uses SPARC instead of AMD K6, Solaris instead of Linux, and actually fits into the Sun product line. And for a whole lot less than $2B. I bet there are some Sun product managers fuming at this - 5% of that investment would have created a whole SPARC based appliance server product line for Sun if used internally. And what's with the $2B anyway?? A money-losing company doing maybe $50M in sales this year is worth $2B??? Of course their market cap is $1.6B so I guess SUNW had to offer at least a little premium. I'm not sure what this means, but it looks stupid and I don't like it.