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

To: Joe NYC who wrote (63287)	9/17/2005 7:02:51 AM
From: cfimx	Read Replies (2) \| Respond to of 64865

>>As if there was an alternative. You can argue hypotheticals, such as what if Sparc development achieved industry leadership? what if customers didn't prefer industry standard servers? what if customers didn't care about price performance? None of these are realistic to expect, therefore Sun needs to go with what is a viable strategy, if Sun wants to stay business of selling server hardware.<< see this is where we disagree..I think all of this was self evident even before the internet bubble. you just had to look at what happened in the pc world for direction. when intel came out with xeon, you knew that they were eventually going big game hunting and then windows nt/2000 and linux began to commoditize the isa server market. from there it took a number of years to get a server ecosystem of sub components and software going and now the isa server has taken over the mid range. its only a matter of when, not if, that isa server takes it all. Dell never messed around with proprietary gear. HP And IBM and CPQ all hedged their proprietary bets. only one company did not, until very very recently. when you fall behind in tech you fall behind for good. regards