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

To: Scott McPeely who wrote (9046)	4/14/1998 1:52:00 PM
From: Kashish King	Read Replies (1) \| Respond to of 64865

...NCs, which are now basically dead in the water... Dead in the water and bobbing close to shore? Perhaps, but clearly there's still hope.

To: Scott McPeely who wrote (9046)	4/14/1998 8:22:00 PM
From: cfimx	Read Replies (1) \| Respond to of 64865

Mr. McPeely, I believe that Lewis Platt mentions your name in this wide ranging interview on my favorite site (they hate sunw) , techweb. Better unlace your skates for this one Scott. --------------------------------------------------------------------- How is your Unix business doing? I feel really good about V22OO shipments. When we began to say to the market, "We were going to do Windows NT and Unix," this message was very popular with customers because there aren't many pure environments. Most big companies have both. But it did give Sun an opening, and Sun, to its credit, took it and the media did pick up this message. At that time, we had mis-exectued in some of our large Unix platforms. In fact, we had very serious execution problems in rolling out the products on time, so Sun took advantage of this. But there was no change in strategy, no intention to abandon Unix, but just an execution problem. Now that the high-end Unix product offering is robust again, things are clear. We have put in place a strong effort to beat Sun. Our win rate against them is probably close to double a year ago -- it could be 75 percent today instead of the 35 percent to 40 percent it was last year. By the way, today our total Unix business for HP is around $10 billion -- servers and workstations and software and services. How big is your NT business compared with your Unix business? The NT business is already much bigger than $1 billion. In fact, it's already several billion, but I don't want to say exactly how much. We believe going forward that the NT business will continuously outgrow the Unix business by a big margin, so NT will eat and is already eating into Unix business. But if you put together a composite of industry projections about Unix's future, it still shows Unix growing -- slowly, but still growing. Single-digit growth on $10 billion is not bad at all. What I like about our position is that we do both NT and Unix. That is Scott McPeely's biggest nightmare. When will NT overtake Unix in your business? Trends are easy to predict in the computer business, but timing is hard to predict, so I can't say on which date Unix growth will stop. But the good news is we kind of don't care. HP won't go out of business if Unix grows faster than NT or vice versa. We are not a one-horse vendor like some of the others. But I am very sure NT will one day overtake Unix revenue at HP. HP's NT business is reflected in its server business, and we have a big NT server business.