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: Tony Viola who wrote (41835)	3/8/2001 2:29:40 PM
From: alydar	Read Replies (2) \| Respond to of 64865

Divit, Ah, price wars. Price wars can only come about when you have commodity products (i.e., WinTel PC's). With SUNW shipping USIII this year and with integrated software, I think their product offerring stands above the HWP, CPQ and DELL commodity servers. SUNW should compete on price with these folks with their Cobolt offerring. This year is going to be interesting. SUNW's margins should hold up well because of product differentiation. If they do not, well, then all of us SUNW investors will become long term investor of the stock. I do not think this will happen. Bob.