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

To: Charles Tutt who wrote (47061)	1/30/2002 7:22:39 PM
From: Cautious_Optimist	Respond to of 64865

When the product cycle produces compelling ROI or strategic advantage to the telecommunications or other customer segments, the buyers will buy again. Or their competition will, gaining an edge. Its all about delivering value to the customer and sales/marketing execution, not just benchmarks or pure technology. The Sun culture and talent has major advantages over NorTel, Lucent and other Bell-bred vendors IMO, as well as more classic competitors. I've ridden this thing down from $60+ and haven't given up my hope for a significant rally when enterprise spending resumes.

To: Charles Tutt who wrote (47061)	1/31/2002 10:35:08 AM
From: E_K_S	Read Replies (1) \| Respond to of 64865

Hi Charles - Do you know is SUNW was involved with helping Wall-Mart build their enterprise IT systems? One of the reasons K-Mart lost their advantage to Wall-Mart and Target was very poor inventory control systems. Wall-Mart used new technologies to integrate and manage their inventory and logistics systems (now the best and most advanced in the industry). The Two-Way Smart card - I was shopping at Home Depot who also has an intelligent inventory systems across all of their stores but they lack one important customer friendly feature, an intelligent customer smart card. When I want to return an item I must always provide my paper receipt. Each receipt has a bar code printed on it that contains a transaction number that points to my specific purchase list. Even when I use their company charge card, I still need my paper receipt(w/ the transaction bar code) so the computer can call up my purchase history. If Home Depot could write my transaction code onto my HD charge card, I would no longer be required to keep my paper receipts in order to receive store credit for items I returned. Furthermore, if HD provided me access to my transaction history (via the Internet), I could simply enter my card identification number to see everything I bought over time. This would be useful for the small builder as it would allow them to categorize expenses specific to their customer projects. It appears to me, that there is still quite a bit of new technologies that could be developed that would further benefit the customer experience. I think a two-way smart card is one but all customer data must be private, secure and controlled by the customer. EKS