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

To: chic_hearne who wrote (35783)	9/25/2000 11:34:36 AM
From: JDN	Respond to of 64865

Dear Chic: Not as long as they are selling the old ones. haha. JDN

To: chic_hearne who wrote (35783)	9/25/2000 2:44:55 PM
From: Nolan S. Toone	Respond to of 64865

cnetinvestor.com Morning Comments from Bear Stearns Sun Microsystems ( SUNW - $118 1/16 ) Buy UltraSparc III MarketCap: $188 Billion Index: NASDAQ 100, S&P 500 When Sun introduces its UltraSparcIII microprocessor based systems on 9/27 in NYC (as anticipated), the big question is: What does it mean? Our answer: more growth and the potential to further extend its lead in the server arena. We think the key to SUNW's high rates of growth has been its focus on maintaining its installed base and identifying and penetrating new markets early - while its competitors are primarily focused on replenishing their installed bases. While the data points are anecdotal, in our conversations with application developers and design & implementation professionals, it is quite impressive to see Sun/Solaris being the UNIX platform of choice for many database, ERP, and e-commerce applications. Why does Sun do well? In our view, it comes down to having a much simpler business model than its competitors, which makes it faster to respond to change and easier to execute its objectives. We have to admit to some amazement about the recent acceleration in Sun's growth in front of the new product launch. Typically, customers pause in front of a new product cycle. Besides the business momentum Sun is seeing in the server space, there could be three reasons for the change in the typical pattern. 1) Customers may be getting more used to product cycles, as the world moves according to Moore's law. 2) The transition to UltraSparcIII is fairly smooth compared to other product transitions - it is binary compatible and with Sun's strongly vertical model, a fairly uneventful upgrade. 3) It could be that Sun's customers have such a sense of urgency that they do not have the luxury of waiting a year or so to implement IT strategies.