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

To: Bob Duncan who wrote (44820)	8/30/2001 5:28:22 PM
From: Kevin Rose	Respond to of 64865

I'm sorry, I can't agree with that statement. In a high volume, 24x7x365 system, a SUN/BEA/Oracle system kills a DellorCompq/MS/MSSQL system. Throughput, threading, fault tolerance, process overhead, redundancy, reliablity, are all on the SUN/et al side. For MSFT to catch up, they need to change their whole product development attitude. Now, if you were arguing price/performance, you might have something. SUN hardware is pricier, and both BEAS and ORCL want their pounds of flesh. You could also argue that today's economic slowdown favors a better price/performance, especially when most companies are NOT wrestling with web traffic scalability issues. IBM is another interesting slant. Although they are behind the SUN combo technically, they add service, implementation, and partnerships, as well as being a 'safe decision'. SUNW will have to wrestle with the stigma and doubt that customers will feel; whenever a co. has a sharp stock decline, customers get nervous and must be appeased.