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

To: cAPSLOCK who wrote (7253)	1/26/1998 11:40:00 AM
From: Babu Arunachalam	Read Replies (3) \| Respond to of 64865

Now that Compaq has bought Digital, I believe SUN will have to put up with a stronger competition on the server side. I think Compaq is going to benefit a lot from Digital's experience in Unix and high end systems to put together their scalable NT system. Given that DEC had committed to having stronger ties with NT, I wonder if they were developing scalable Alpha servers running NT. Even though NT is not supposed to be close to the performance of Solaris on multi- processor machines anytime within the next two years, I wonder how SUN is going to fight this encroachment in the server space. I think for SUN to succeed (meaning sustaining the high growth rate) their network computing strategy has to succeed very soon? Comments? Cheers, Babu P.S: As an investment opinion, it might be good to load some Compaq (well JMHO)