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

To: DownSouth who wrote (5898)	12/2/1997 11:09:00 PM
From: KC	Read Replies (2) \| Respond to of 64865

Sun is increasing market share in the UNIX market ...Starfire Servers are used by 80+% of ISPs....SGI and DEC and even HP are losing sales to High end Sun servers...The cost per megabyte for Sun Storage products is very attractive and they are also increasing in market share...next year we have 600 Mhz Sparc Processors...I've heard that there are more than a few JAVA developers these days ...in fact that number is increasing by the day....By the way Steven Milnovich at Merrill claims that sales in Europe are robust and that the quarter, traditional it's strongest ,are shaping up nicely for SUNW...Sales in SE Asia are "only a couple of % points of Revs".....In any event the worst is already in the shares IMO at ~38...

To: DownSouth who wrote (5898)	12/3/1997 4:18:00 PM
From: Krishna A. Ubrani	Read Replies (1) \| Respond to of 64865

>>Sun is a leading edge supplier of an array of products that are INCREASING market share. > Honest question: What Sun products are increasing market share >and against > whom? Some answers.. not complete. product against: ------- -------- Unix servers HWP, SGI, IBM, other smaller JavaStation (NC) Wintel (NetPC), Oracle (NC),... Graphics/3d workstations SGI, HWP,... For internets (Netra, Clusters) Same as above for High End (Starfiree) same as above Storage systems EMC, ...(fill in) (Tape, CD, disk backup, library tools, etc.) Software MSFT, Lotus, Software.com, .. Workshop, SIMS (Mail), SDS (Sun Directory Service), SWS (Sun Web Server), Security, Systems Mgmt (Solstice), Java software (Studio, Workshop) Networking + software Fast/Gigabit/Quad SunSwitch Ethernet ATM/FDDI/ISDN/PCI MicroElectronics (Motherboards, processors, chipsets)