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

To: dmf who wrote (7405)	1/29/1998 1:11:00 AM
From: Roads End	Respond to of 64865

Twister, I like the handle. At first I thought it was twisted. Maybe it is. That would be good too. I like what you post and please don't stop. I'm very long Sun and am more sensitive to neg. info than pos. Today I spent a few hours with an Andersen Consulting manager. In every example and every solution the system that always came up was Sun and Oracle. Andersen only talks to the Fortune Five 500 types who some would say are wasteful in their ways but at the same time have a lot of money to waste. NT was never ever even considered. Since Andersen is the biggest player in designing new systems and they only consider these solutions are the Fortune 500 and Andersen conspirators? Should someone on this thread tell General Motors or Citibank there might be another solution? There is a ton of money to be made from this type of consultation.

To: dmf who wrote (7405)	1/29/1998 3:00:00 AM
From: Charles Tutt	Read Replies (2) \| Respond to of 64865

What the article doesn't tell us is the average price of the "workstations" being delivered, or the mix of "personal workstations" vs. whatever they call the alternative. Unit count isn't necessarily the best measure of who's on top, especially when there's a wide range of what might be called a "workstation." That's not intended to be a "Sun perspective." To be honest, I don't know what the article means without further detail. Regardless of the truth of the matter, I would not be surprised if the article is interpreted (based on its general tone) by some as bad news for Sun and good news for HP (which is my second biggest shareholding behind SUNW, BTW -- I guess you could say I'm not very well diversified). JMHO, and certainly not intended as investment advice.

To: dmf who wrote (7405)	1/29/1998 4:08:00 AM
From: Kashish King	Respond to of 64865

HP moves to No. 1 in workstations: Hope someone will give me a Sun perspective. Well, there are a couple of perspectives, here's one: HP revenues: 500 million Sun revenues: 9,200 million However, than doesn't specifically address workstation sales. In fact, the language gods are still backlogged and they have punted on several important terms: minicomputer was never really defined (anybody who tells you otherwise is talking through their hat or simply regurgitating material from a self-appointed definer of terms ) and workstation is still a word-in-progress. The point being, if you want to count desktop computers running NT versus Windows95 then HP's unit sales have exceeded Sun's; then again, so has CompUSA and Dell Computer. The not-so-clever concatenation of UNIX and NT systems allows wordprocessors running NT to be lumped into workstation sales. Here's another perspective: HP: down a half. SUNW up a buck and a half. The future of Sun's desktop offerings lies with Java applications and components. If they fail to materialize it will have see a material failure in Sun. The chances of Java failing are precisely zero.

To: dmf who wrote (7405)	1/29/1998 9:18:00 AM
From: Pierre Aydin	Read Replies (2) \| Respond to of 64865

They are comparing UNIX and NT combined to SUN's only UNIX, what an idiots, Math is very interesting subject and you could come up to a conclusion in many different ways. I guess that's why HWP getting killed today ML downgraded it today, I think HWP is a class company but they have not done anything for their shareholders for the past year, sold my position in december. Pierre