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


To: Steve Lee who wrote (42122)3/16/2001 12:37:00 PM
From: Prognosticator  Respond to of 64865
 
Thanks for confirming what I thought. It's been an uphill struggle for Sun ever since they started building hardware back in the 1980's. It has made them lean and fit, and they seem to like the exercise.

I personally wrote them off as dead to the PC market within 5 years back in 1992, even though I used their workstations and thought they were superb. I was wrong, and by 1996 it became clear to me how wrong, and with the clear winner they had in Java I chose to invest. So far one of the best investments I've ever made, even with the recent correction. My only mistake was not investing enough. I don't plan to repeat that error.

P.



To: Steve Lee who wrote (42122)3/16/2001 1:29:42 PM
From: Stormweaver  Read Replies (1) | Respond to of 64865
 
Unfortunately price/performance wise Sun can't stack up against Intel P4/P3'S for the workstation/low-mid range server iron market. Linux and and the ever increasing PC power is eroding the traditional UNIX workstation market and low-mid end server market. If you don't believe me just look at SGI who's business was based on proprietary UNIX workstations.

Sun's bread and butter is big iron, which they are the best at. These big heaters are reliable, performing and have reasonable uptimes. They are ideal targets for migration of legacy applications and fit in well to current application development architectures (2 and 3 tier).

Long term however I see a trend toward FAT client (aka P2P lately) due to increasing bandwidth and decreasing cost/performance in the PC arena.

Subject 29641

IMHO
- James ;) -



To: Steve Lee who wrote (42122)3/16/2001 4:31:46 PM
From: David Kelly  Read Replies (1) | Respond to of 64865
 
Steve,

You ready to concede on RMBS yet? I was just searching for "RMBS" in the "All About SUNW" thread and there all kinds of juicy quotes if you want them. I realize that SUNW hasn't been doing all that shiny lately but neither has SSTI or SNDK. I think it's time you throw in the towel on RMBS. Agree?

david