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

To: cfimx who wrote (7647)	2/10/1998 4:51:00 PM
From: uu	Read Replies (1) \| Respond to of 64865

Twister: My cyber friend, you state: > The point is that they are acting as if they are in love with sunw, Well that if true can be understood. After all no one wants to admit the stock he has chosen to invest is a bad investment (i.e. the problem we all have with our egos). Now having said that, why are "YOU" acting as if you are in a personal revenge with sunw?! The way you speak of this stock is as if it is a human being who has done an awful thing to you and now you are out there to get your revenge from! Keep in mind, SUNW is just another instrument that some have chosen to make them money similar to others who have chosen MSFT, or IBM or for that matter the cofee future options! These are just instruments for us to make us money, they do not have spirit and/or life (as you seem to think of them) that you have to go after and kill them, and if they did I doubt they are capable of physically harming you in any form or shape!! Regards, Addi Jamshidi

To: cfimx who wrote (7647)	2/10/1998 5:00:00 PM
From: Andy M.	Read Replies (1) \| Respond to of 64865

Twister, I can't really answer your point about wintel's encroachment on the high-end server space, except to say that right now Sun has a lead there and the market is lucrative and growing (that's why wintel is going after it which only vindicates the market focus Sun has had all along). If NT ever does gain performance parity with Unix, then Sun will certainly be in trouble (how big an "if" this is is beyond my expertise), if by that time they haven't gotten some other product advantage (javastations, consumer appliances, that storage business I keep harping about, which works with unix and NT; I think NT-based systems are several-many years from being the mainframe killer Starfire is; meanwhile Sun won't be standing still; two or three years ago it would have been hard to predict its current product line). It's hard to say how this battle will go right now. I think one really good indicator will be how Sun's Darwin line does. If those machines don't stem NT encroachment, then it seems that Sun really needs to stay well ahead on the high end. Andy

To: cfimx who wrote (7647)	2/10/1998 5:12:00 PM
From: Charles Tutt	Respond to of 64865

Pepsi has been targeting Coke's space in "major growth initiatives" for years. That doesn't mean it has succeeded. That's the nature of competition. Wintel is NOT "King-of-the-Hill" in servers (or even workstations, IMHO). Whether it will EVER get there is an open question, despite all Microsoft's bluster. Even assuming there's a change in monarch, given the recent deal between Sun and Intel the next K-O-T-H could just as easily be Suntel. As you know by now, it's JMHO.

To: cfimx who wrote (7647)	2/10/1998 6:25:00 PM
From: Kal	Respond to of 64865

Like Beachbum said (I think), the thing is SUNW is already here. INTC and MSFT and etc have just started. 'Initiatives vs. Existing product major difference. NT WILL be, but not yet. NT 5 is still in the cooking pan and no one knows for sure including billy when it'll be ready for prime time, by a time which SUNW has already been there and done that. Aside, with all those nt machines being deployed, i'm predicting (im humbleness) a slew of cases similar to one linked in a post few days ago on this thread. Who denies that nt is perfect and ok for departmental level servers and print sharing etc, while major critical biz runs on UNIX including sunw machines?