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: alydar who wrote (35516)	9/19/2000 4:34:50 PM
From: cfimx	Read Replies (1) \| Respond to of 64865

msft COULD have bought cobt with petty cash. strip away the pr, and you've got a box jc could make in his garage.

To: alydar who wrote (35516)	9/19/2000 5:32:48 PM
From: rudedog	Read Replies (2) \| Respond to of 64865

Bob - take a look at "Compaq TaskSmart Appliance Servers: Computing Paradigm of the Future" which is off of www6.compaq.com at ftp://ftp.compaq.com/pub/products/servers/tasksmart/tasksmart-whitepaper.pdf for a look at where CPQ sees this market going. Why does Sun want to get into a business where a Volume player like CPQ or DELL will be driving product at 20% GM and 5% Net? What does that do to SUNW's balance sheet? As far as "10's of billions worth of hardware in the future", I don't see it. The whole market won't reach that level for years if ever. SUNW will be competing for that business with companies which already have a huge server business, run at less than half of SUNW's margins, and dominate the low end server space already.