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

To: RLM who wrote (5060)	10/22/1997 5:48:00 PM
From: New Yankee Programmer	Read Replies (1) \| Respond to of 64865

I'm new to this forum but I've owned SUNW off an on for a couple of years. I thought I knew their busines story until recently. Now I'm not so sure. The Business Week article has me wondering. If it's accurate, then Sun's shipping 88,000 UNIX boxes out of a total of 660,000 UNIX boxes. Thats 13%! How many Sun boxes are new installations vs. upgrades of existing installations? It would be interesting to know where the old boxes are going. IBM used to recondition theirs for use as entry level machines for 'new' customers. What's the comparative shipment figures for last year? What's the break out for the remaining 572,000 boxes among Sun, HP, IBM? IBM is shipping boxes, business solutions, and service. These are major chunks of change and ongoing chunks of change on top of the price of the box. Is Sun able to provide the same types of solutions and service to it's customers? I've listened to analysts state a 20% growth rate is likely for the next several years. Based on 1997 revenue of $8.6 billion that's an increase of $1.7 billion. From what? I think it's no wonder the stock got slammed for missing the quarter by $.03.