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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: cheryl williamson who wrote (8343)	6/8/1998 2:42:00 PM
From: rudedog	Read Replies (1) \| Respond to of 74651

Cheryl - That's about a year old. The TPC site is real-time. I don't think you're gonna win this one... The audited independent numbers show the 450 is slower and twice the price per transaction. But keep slugging, not everyone reads the publication dates on PR material. 10000 is a nice machine. Of course SUN bought the technology since they couldn't develop it on their own.

To: cheryl williamson who wrote (8343)	6/8/1998 3:02:00 PM
From: mozek	Respond to of 74651

Thanks Cheryl. In your posted Sun press release from mid last year, Sun evidently seems to have had a temporary reprieve in their loss of TPM-C benchmarks & price/performance. Unfortunately, they've been left way behind again over the past year (more than 2-1 in price/performance). That's good information for Microsoft, Compaq, HP, and DELL shareholders. I hope for Sun's sake that they can fend off the relentless attack to their high margin server business before they find themselves living with the kind of margins that other manufacturers (DELL, HP, Compaq) do very well with :-) If Sun can't preserve their high margins on the low relative volume they sell, it could spell trouble. I guess the real winners in this game are corporate customers who get to benefit from the better price/performance and improved scalability and robustness in NT as this mainstream system becomes increasingly competitive with Solaris. Maybe the fact that Solaris is finally getting some real competition from Microsoft NT has something to do with the witchhunt against Mr. Softy? Sun & Netscape have proven themselves to be consummate politicians, eh? Jim and Scotty were all but falling over themselves to exchange pleasantries with Orin Hatch the last time I saw them together. If only Bill were half as politically savvy. Thanks, Mike P.S. I hope you don't take any of my posts personally. The ribbing is all in fun. I do learn from these exchanges, and would not have looked up all of the information I have recently were it not for you. Thanks.

To: cheryl williamson who wrote (8343)	6/8/1998 10:29:00 PM
From: J Krnjeu	Respond to of 74651

Ms. Cheryl Williamson, <<<With respect to "is important to enterprise customers" a major oil company that I did work for, would not touch a SUN even if it would have been given to us. It was concluded that SUN makes an ok box but there were other needs that SUN could not match.>>> What it comes down to is, there are many items to consider when purchasing anything especially computers. That is why NT is growing and will continue to grow. By the way, MIcrosoft is a software firm only. SUN is a hardware company and some software. Thank you JK

To: cheryl williamson who wrote (8343)	6/8/1998 10:31:00 PM
From: J Krnjeu	Respond to of 74651

Ms. Cheryl Williamson, <<<You can grow with SUNW from the smallest workgroup server to the largest enterprise 10000 without changing anything. MSFT can't currently make that claim. SUNW has an entire operating company dedicated to support & training, another claim MSFT can't make, which is important to enterprise customers. >>> With respect to "is important to enterprise customers" a major oil company that I did work for, would not touch a SUN even if it would have been given to us. It was concluded that SUN makes an ok box but there were other needs that SUN could not match. What it comes down to is, there are many items to consider when purchasing anything especially computers. That is why NT is growing and will continue to grow. Thank you JK