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


To: Charles Tutt who wrote (42365)3/24/2001 9:31:11 PM
From: rudedog  Read Replies (1) | Respond to of 64865
 
Charles - re: "Besides, the original issue was whether Sun was "end-to-end" or not."

Exactly. Sun sells less than 400,000 client devices of all types per quarter or 133,000 per month. We could assume that they might get to 50,000 of the low cost units per month - that would truly be "flying off the shelves" for Sun. That still amounts to 5% of what Compaq sells and is about how many Linux desktops Compaq sells. And that's assuming the 100 is a raging success.

None of those Sun boxes are mainstream clients. For another $500 you can get an add-in board that will allow you to run Windows programs, but no one would claim that Sun is in the Windows business. That board is for the Unix user who wants to run the occasional Windows app. You can buy a whole PC, and a pretty decent one, for around $500.

The point of that line is to defend the higher margin Unix workstation business - get them to grow up on Solaris and not Linux. Surely you don't think it will have any impact on the Windows client business????