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

To: Steve Lee who wrote (48339)	4/17/2002 12:28:14 PM
From: Kevin Rose	Read Replies (2) \| Respond to of 64865

I think Steve has a good point, but I hope he's wrong. As a SUNW long, the thing that worries me is what was alluded to in the previous Dell article. Ten years ago, you would not have dreamed of running a server on Wintel. Now, it is a very real alternative. Server customers have different needs, one of them being uptime reliability. As with most attributes, their need for reliability forms a bell curve. Some small percentage of customers need only marginal uptime, another small percentage need extremely high uptime, and the rest are distributed in a bell curve between the two end points. MSFT has squeezed SUNW into a corner by consistently raising their uptime reliability. As more and more customers realize the a Wintel server delivers ENOUGH uptime for them, they disregard uptime as a decision factor. And if you disregard reliability, SUNW loses a lot of competitive advantage, and suddenly the huge price differential becomes a significant decision factor. Especially in this economy. Someone please point out why I should not worry, as a SUNW long. I take Steve's message to heart; "think" + "hope" = "stock loss" in investment calculus.