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

To: Joe NYC who wrote (63284)	9/15/2005 4:10:18 AM
From: QwikSand	Read Replies (2) \| Respond to of 64865

There are endless possibilities without resorting to "ass whoopin" and "rhymes with hell" and the rest of that juvenile crap. They can give the reader credit for a little intelligence. Make the ad copy a simple chart with two rows of numbers, Sun and Dell, with the last number in each row being the percentage of revenues spent on R&D (or something akin to that) and come up with a clever but non-offensive headline. Not hard to do. Certainly, they have to make people know the numbers. But not McNealy style. True or false: fewer people (that is, people who make buying decisions, not slashdot readers) see the numbers when the ads containing them are turned down by large-circulation business dailies? --QS

To: Joe NYC who wrote (63284)	9/15/2005 7:37:56 AM
From: cfimx	Read Replies (2) \| Respond to of 64865

i love the way sun micro comes four hours after the party started and says "OK I"M HERE NOW. Let's get this party started". This is a pathetic management team that can't just put their quarterly numbers out their for scrutiny. They screwed up so bad, they have to resort to hand waving to distract attention from just how badly they have messed up. People don't buy on benchmarks, which can be easily manipulated. they buy based on relationships, comfort, easy to buy, road map. i always said sun micro had the best pr team in the business. unfortunately that hasn't translated into increased sales and stock price, although it has for increased bonus and stock options. Months ago I said this entire AMD thing was pure nonsense and it is, except of course the week they announce it to the world until the BLOGGERS find the next thing to hype to their readers. you can't have LASTING differentiation when you are using off the shelf parts and NOW ots OS. This actually marks the point of no return for sun micro because they finally realized they have to start selling products that people actually want to buy; trouble is they still HAVE to sell products that people don't want ( SPARC and SOlaris) and those bring in a lot more revenue. Let me get this straight. Sun micro selling sub $1000 servers is a GOOD THING? regards

To: Joe NYC who wrote (63284)	9/15/2005 10:55:39 AM
From: alydar	Read Replies (1) \| Respond to of 64865

Joe, I think that Intel may help Dell, etc. catch up with speed but SUNW should maintain their competitive advantage because they have an enterprise operating system (Solaris) that is being given away with the server. That is a real competitive advantage unless MSFT purchases a hardware company which I think they will be forced to do at some point in time. Also, currently, Windows does not interoperate with UNIX or Linux so that is another advantage for SUNW. Alydar

To: Joe NYC who wrote (63284)	9/15/2005 6:21:11 PM
From: QwikSand	Read Replies (1) \| Respond to of 64865

The situation will not always be the same. Dell with its Intel based servers will become more competitive soon. But now, Dell is so far behind that it borders on ridiculous. How would you take advantage of the situation, knowing knowing the disparity this large will not last forever? This is a crucial question and, while the disparity may not be this large forever, if there's no disparity at all and no edge for Sun, Sun's goose is cooked. I would like to know your reasons for thinking it will vanish. I waited and held my shares because of Andreas Bechtolsheim. In his particular case, I do believe the hype. I think the disparity in performance comes in large part from superior design of interconnects and memory systems and etc. There must (in the sense of "it is imperative that there be") value in selling a machine that Bechtolsheim designed when Dell is selling a Taiwanese connect-the-dots motherboard I can buy at Fry's. If your assertion is that Bechtolsheim's unique abilities as a designer were confined to cases and power supplies to support a commodity opteron-and-nvidia computer that will be quickly overtaken by future iterations of the Xeon, and you turn out to be right, then I consider my SUNW shares worthless. --QS