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

To: cfimx who wrote (62357)	12/2/2004 10:31:20 PM
From: Joe NYC	Read Replies (1) \| Respond to of 64865

room222, just look to the htpc as an example of how this versatile technology finds new things to do...will investing in PCs be a wealth building exercise. Hardly. But UNIX servers will be even worse. ;-) x86 based servers are growing fast, unit revenue and market share wise. If Sun gains some traction here, it can make it. Sparc will most likely just follow the rest of the RISC/Unix servers on the slow march to oblivion. Sun could be a great turnaround story if their x86 market gained traction, but so far, tere is no evidence of that. I think the next tech recession will be a test for Sun. While the economy is booming, Sun can earn enough revenues from Sparc, but the next recession will sent it to a tailspin. The question is if Sun will be a factor in the healthy, x86 part of the business by then. Joe