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

To: Brian Sullivan who wrote (41431)	2/21/2001 6:28:21 PM
From: Charles Tutt	Read Replies (3) \| Respond to of 64865

"Dot bombs" as you call them were never a big part of Sun's business, as I understand it. So their demise, and the appearance on the market of their equipment, probably doesn't amount to much. The Telco/ISP market may be having some tough times currently, but over the long term they need to either invest or die. "Windows 2000 is on the verge of surpassing its predecessor, Windows NT, as Microsoft's leading server platform and could do so as early as July." That says nothing about market share. It sounds to me like as NT declines, Win2K fills its shoes. In fact, that's pretty much what the graphic "Windows 2000 replaces NT at a steady clip" (near the bottom of the main article in your cite) shows. The total looks like it grew at a pace similar to (less than, I think) Sun's growth rate last year, implying no capture of market share. That price looks really cheap to me. I'm trying to figure out when to commit some bucks (and how to convince my wife that's a good idea <g>); as most of those assembled here already know, however, I'm already in pretty deep. JMHO. Charles Tutt (TM)

To: Brian Sullivan who wrote (41431)	2/21/2001 6:32:44 PM
From: Byron Xiao	Respond to of 64865

What was the difference between SUNW today and DELL couple years ago when the stock was at its all time high? I wouldn't call DELL a high tech company. It's just a box maker, which you and I can probably do ourselves: buying computer parts and assemble them in our garage. It uses Intel's processor, Viewsonic's Monitor, Micron's memory, Seagate's hard drive, Microsoft's OS and applications. On top, it provides some support. Which part of the actual computer is Dell's technology? None. SUNW has its own technology. It designs its own processor, it develops its own OS, it provides a programming interface in Java to allow application programmers to develop apps on it. Apple failed when it tried to be both the hardware and software vendors for Mac. Will Sun follow? Is Sun's approach of doing everything themselves in the market they are in a good idea? On one hand, you have Microsoft trying to move into the server market with their .net initiative. On the other hand, you have the Intel camp churning out higher end processer to move in this market as well. On top of that, you have the Linux company flooding cheap intel/linux server boxes out there. The Java client swing programming is a big failure in my opinion. So sunw has lost its battle in this front vs. Microsoft's MFC. Will .net beat J2EE? I haven't seen it. Will C# beat Java? Maybe not. Has MFC beaten Swing? Yes. Has IE beaten Netscape? Yes. Has IIS, Apache beaten IPlanet? Maybe not, but maybe it doesn't matter. Has Window CE beaten Jini? I think so. Has EMC beaten SUN is the storage market? Yes. Has Merced beaten Ultra Sparc? No. Has Windows or Linux beaten Solaris? Maybe not. But I am questioning the fact that SUNW is doing everything when its bread and butter is in its server business. Has SUNW made any money off Java? No. But I know Microsoft has made a hell lot of money from Windows, MFC... SUNW is a hell of a technology company, with the number of Java programmers out there, and the likes of Billy Joy, James Goselling on board. But it can't be everything in this market. It needs to figure out a way to make the most money off their servers.

To: Brian Sullivan who wrote (41431)	2/21/2001 7:26:17 PM
From: JC Jaros	Read Replies (2) \| Respond to of 64865

There is no 'garage sale'; no plethora of Sun servers on eBay or elsewhere. That, along with 'W2k #1 business OS', is quite simply, a lot of BS. You want to know how MS core is doing? Check out the monthly Netcraft survey. You think there's been a shakeup at MS because they're needing to restructure due to their enterprise success?? -JCJ

To: Brian Sullivan who wrote (41431)	2/22/2001 10:35:17 AM
From: Michael L. Voorhees	Read Replies (3) \| Respond to of 64865

It is hard to deny that "dot bombs" must of had a significant impact on SUNW. Even the larger "dot bombs" and "brick and mortar" have had to scale-back spending for these items. If "dot coms" were not signigicant then SUNW better change their advertising approach. I got out of SUNW and others last May; went into Bonds, Oil, and Foods and certainly don't regret such, they've done fine. I'm waiting on the sidelines now to get back in as SUNW does appear to be good value at these prices. I wonder if we have lost Addi to a a stop loss?