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

To: Prognosticator who wrote (44956)	9/4/2001 12:39:59 PM
From: Steve Lee	Respond to of 64865

"but the fact remains that the server is not irrelevant, as you first claimed, and backed up with your LocalDirector product specs" Local Director was just an example of how the server is becoming irrelevant, subject to minimum requirements. This was in response to your point about networks being dumb. The main point I am trying to get over, and which is the main factor behind the stock performance, is that Sun's products are a commodity. And don't tell me it is an economy thing. Look at IBM, HP, CPQ, DELL and how far those stocks have dropped compared to Sun. That is because Sun was being held out as somehow different to those other box makers. Now the market has realised that yes they are different - they are disadvantaged due to their obsession with MS hating.