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

To: paul who wrote (40228)	1/9/2001 11:52:30 PM
From: JC Jaros	Respond to of 64865

Right on, Paul. Rudedog seemed to have no earlier comment on the news that Compaq has become sub-dominant to Sun in the past couple quarters (per Gartner or IDC recent survey). -JCJ

To: paul who wrote (40228)	1/10/2001 8:30:09 AM
From: rudedog	Respond to of 64865

paul - yes, I was saying that, in terms of unit growth in both cases. And I got that data from presentations made by Oracle and SAP... in the case of SAP the trend has been pretty clear since 1995. The Oracle unit numbers made the biggest move in 1998-99. That does not mean that the Oracle sales force is not still pretty heavily biased to Sun and Unix. An Oracle sales guy told me "we push Sun first, and HP second. If the customer does not want either of those and wants NT, we sell NT." So it's not a shift in intent but a reflection of market conditions. By the way, I don't think those trend lines look nearly as good for the MSFT stack in 2000.