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

To: Vikas Deolaliker who wrote (54514)	6/11/2003 2:58:57 AM
From: Dinesh	Respond to of 64865

Hi Vikas My apologies for a late reply. Somedays I miss SI. The Lawrence/Central comparison was strictly in response to a post by Charles Tutt that Sun benefits from Linux by virtue of its Cobalt line. Since then of course I have figured out that CT operates only at a soundbite level, so you are using something out of its context. (Although one could argue that the shop has a positive return.) The link you posted - doesn't indicate IMHO that Solaris is the answer when people want to move up from Linux. It also picked a very narrow segment of the market - 3D graphics. (Isn't that obvious by the fact that they instead chose SGI) Are we going to argue with sub-billion market segments? Sparc isn't getting a boost from Itanium's woes. There is Operton, and there will be Linux too. There isn't enough economy of scale for maintaining Sparc. JIMHO, again. But this has nothing to do with "Linux helping Sun" which was my original question. Java is suppodely "universal" so this has nothing to do with Sparc, x86, Linux, Solaris, etc. Nobody equates Java with "gotta buy a Sun". This too is not material here. Still the same question -- is Linux helping Sun? And, by "helping" I mean "net margins". That's the only help that counts for me. I couldn't care less if Sun ported MS Windows to Sparc and packed a reboot-pin in the box if it made handsome profits. Regards -dinesh