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

To: cheryl williamson who wrote (8375)	6/9/1998 10:37:00 PM
From: mozek	Respond to of 74651

Cheryl, SUNW doesn't need to "cheat" & they don't. Here's the third party documentation (and Sun's sideways admission in the Inforworld article) that verifies Sun's cheating on the Java benchmarks. The interesting thing is that Sun made a lot of noise before they were caught about how Solaris was the best Java platform. The glory was pretty short lived. zdnet.com infoworld.com pendragon-software.com In fact, I believe that they probably aren't cheating on the Domino benchmark. The problem is that since it is not a standardized test, the results will depend on Lotus' optimization of their software for each platform as much as the performance potential in each OS/CPU itself. I don't think we're going to forget the high end market. It'll be interesting to see how things unfold. Thanks, Mike

To: cheryl williamson who wrote (8375)	6/9/1998 11:01:00 PM
From: rudedog	Read Replies (1) \| Respond to of 74651

Cheryl - you are obviously a strong Sun advocate but none of the information you provide stands up to even moderate research - SUNW doesn't need to "cheat" - I think mozek has adequately demonstrated that in fact they do cheat. Are you aware that Compaq sells 6 times as much multiuser storage into enterprise accounts as Sun does? They are number 2 behind IBM, EMC is number 3. In unit volume, Compaq sells about 4 times as many SMP servers as Sun, and in revenue terms about 3 times as much. Also Compaq is growing their share of this market at twice Sun's rate. Compaq has 30% of the SAP sites worldwide. I won't embarass you by mentioning Sun's share of that particular high-end mission-critical market. At the end of this week, when the DEC acquisition is complete, Compaq will have a compelling advantage in service revenue - CPQ/DEC $7.8 Billion, Sun about $1 Billion. Compaq all by itself is about 35% of the 'wintel' server market, so the total numbers of 'wintel' show an even more dominant position. I don't think bluster and unsupportable opinions are going to wash away the market forces. I do think that Sun will either get acquired or marginalized in the next 3 to 5 years.