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To: Jurgen Trautmann who wrote (9089)2/27/2001 9:06:56 AM
From: Jurgen Trautmann  Respond to of 11051
 
S&S: about sunw

IBM came strong with servers, Dell had strong growing with servers but sun told us something about missing demand from internet-companies.

This cannot be explained by a trend to W2000/Intel because the effect just came in now while such a trend would happen continously over a longer period.

Possible explanation: Unix-users move to Linux. They do that now because they must cut their cost. Thus they move to IBM/Dell.

If this was true sunw could experience a longterm effect with this crisis as catalyst.

What do you think?
Did you see any numbers?

Jury



To: Jurgen Trautmann who wrote (9089)2/27/2001 10:47:55 AM
From: Trading Machine  Respond to of 11051
 
JT, this is Steve's "tounge in cheek" way to talk about George W. Bush and the budget speech he will give tonight. So the "Dubya" is = the W. in George W. Bush. Just a little bit of coloquial humor.

CU

Paul K.


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