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


To: Charles Tutt who wrote (42353)3/24/2001 2:39:51 PM
From: rudedog  Read Replies (1) | Respond to of 64865
 
PCs contribute only about 5% of Compaq's earnings, so they have already effectively shifted to servers as the core business. PCs are an important part of an end to end story but not an important revenue source.

BTW - SUNW's lack of a client strategy will be a weak spot as they attempt to make the next generation story come together. Everybody else has an end to end play...