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: Tom C who wrote (42309)	3/23/2001 7:52:36 PM
From: cheryl williamson	Read Replies (3) \| Respond to of 64865

It's good for Sun because successful content providers are going to need lots & lots of servers & storage. They're going to be buying the vast majority of their equipment from 2 companies: Sun & IBM. Software is a commodity for pc's but HOW the content is delivered is a different story. On TV, the software could be the script to a sitcom, but how that program is marketed and conveyed to the public is the key to its success. Software plays a big role in the internet, but good old-fashioned retail-business savvy is what will sell it. To take the analogy a little further, the TV is just the thin client. Sun sells thin clients but they also sell the fat servers that drive them. That's a little more like Philco making the TV, the receiving towers, the transmission equipment, the recording devices, the studio equipment etc etc.