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

To: I Am John Galt who wrote (51410)	9/6/2002 3:41:23 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 64865

okay thanks. Thats also where we are in software, a 3 year cycle and then upgrades are required. The problem is I thought server and storage capacity was 50% utilized or something. The good news is I'm expecting a banner e-xmas season, 30% growth over last year or so and some business functions are moving entirely to the web. Amazon has a deal with office depot now I see. I can't think of any dept where I've ever worked who won't use that. So organically, web mindshare is increasing. L

To: I Am John Galt who wrote (51410)	9/8/2002 12:06:37 PM
From: techtonicbull	Read Replies (1) \| Respond to of 64865

John welcome to the thread. You add an interesting perspective coming from an IT shop. I have long been a bull on Sun Micro. I still hold a substantial number of shares at a paper loss. I have criticized management for not turning business decisions into money making ideas more directly. That is the great expenditure in Java development and the open source movement was paid for indirectly by purchases of high margin equipment purchases. When margins got squeezed by 1) loss of dot.com, loss of telecomm business 2)competition from X-86 Windows I didn't like how McNealy maintained defiance against MSFT rather than using them in rather subtle ways (which I mean to add them to the overall SUNW product line) rather than fight and lose out on $.