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

To: cfimx who wrote (62627)1/13/2005 8:15:14 PM
From: I_Banker  Read Replies (1) | Respond to of 64865
 
That's true, but remember volume is the vaccine. The question is can they start building their x86 volumes and software revenue up as fast as they lose sparc revs. I think the jury is still out on this one.

Lot's of businesses would like x86-64 enterprise grade systems. This is virgin territory for Sun as they only recently got into the biz. Their volumes are picking up (triple digit growth) and the good stuff (Kealia) hasn't even hit the market yet. I plan to wait and see.



To: cfimx who wrote (62627)1/13/2005 11:40:21 PM
From: Charles Tutt  Read Replies (2) | Respond to of 64865
 
There are several catalysts in the pipeline: Solaris 10 (ZFS, dtrace, containers, updated TCP/IP stack, etc.), Opteron systems, Sun Rays, multi-core CPUs, subscription pricing, etc. Where else in the computing world is there as much innovation? Certainly not at HP or Dell.

JMHO.

Charles Tutt (SM)


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