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

To: Steve Lee who wrote (47120)	1/31/2002 5:57:15 PM
From: Charles Tutt	Read Replies (1) \| Respond to of 64865

As I think you said earlier in another context -- it's consolidation. That means product lines, as well as people, get slashed. If you're relying as a customer on a product that doesn't survive, that's pain for you. JMHO. Charles Tutt (TM)

To: Steve Lee who wrote (47120)	1/31/2002 8:27:16 PM
From: techtonicbull	Respond to of 64865

The confusion involves a clash of cultures and also reconciling overlapping employees and service groups is not as easy as you think. Not to say it cannot be done, however it can cause a prospective customer to be confused as compared to a unified hardware/software solution at a say, Sun Micro or IBM

To: Steve Lee who wrote (47120)	1/31/2002 9:03:18 PM
From: jim dudley	Respond to of 64865

Steve, Uncertainty. What is the product roadmap? Which products are orphaned? Handled correctly Dell / Sun/ IBM should be able to scoop 2-4 points of market share. Additionally, consider there are likely to be quite a few managerial turf wars as HP/CPQ integration progresses. At some point economies of scale loses value as law of diminishing returns sets in. IMO,at best won't see any economic value until at least 2-3 years after formal merger date and at this point combined HP/CPQ management team will trot out a set of figures to justify actions.......