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


To: Carl Wysocki who wrote (8053)3/6/1998 2:52:00 AM
From: uu  Read Replies (3) | Respond to of 64865
 
A very interesting article: forbes.com

Sun's thin computing/server centric model is finally growing like no one had imagined before, and cheap machines (if not neccessarily thin) are the vehicles via which Sun's server centric model is taking off!

From the article:

But now the Internet is the killer application and low-end computers can handle web browsing and E-mail just fine. The average consumer no longer has the need to upgrade to the steroid-enhanced, premium-priced microprocessors that Intel keeps churning out. Instead, savvy computer consumers are hunting for good value--demanding a machine that has decent multimedia functions; the capability to surf the Internet, do one's taxes and play a few videogames. A job done aptly by a new breed of sub-$1000 computers.

Sales of sub-$1,000 PCs are exploding. According to Computer
Intelligence, a market research firm, sub-$1,000 computers now make up
36% of the retail desktop market in terms of units sold. Now businesses are looking to buy sub-$1,000 machines. A year ago sub-$1,000 PCs accounted for less than 9% of the market.


In my humble opinion INTC's problems are company specific. NCs (which incidently Sun is finally going to actually bring them out very shortly) along with sub $1000 PCs are going to be a huge hit. Sun, AMD, Microsoft, (and later on INTC) along with practically every high tech will be the big gainers. The sector is about to begin its largest growth yet. Let the shopping season continue to shape as idiotic sell off starts to take off!! I am afraid, though, this time the big guys may for once be smart enough and not to throw out their high tech shares as much as they had done in the past! I pray they are as dumb as they have always been when it comes to high techs, and I hope just one more time at least they continue to be that way!

Regards,

Addi Jamshidi