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

To: The Ox who wrote (10167)	6/19/1998 12:03:00 PM
From: E_K_S	Respond to of 64865

Thank's Michael - The article provided a good overall description of SUN's business. One item from the article that was of interest... "...Sales of servers and storage now account for nearly 60% of Sun's revenue..." Watch this percentage increase as the storage business picks up. EKS

To: The Ox who wrote (10167)	6/19/1998 1:47:00 PM
From: cheryl williamson	Read Replies (1) \| Respond to of 64865

Michael, Thank you for posting this article. The author comes as close to explaining why Wall St. as abandoned SUNW as any I've read. His candor is certainly refreshing. I would like to expand on his ideas briefly: it's not just SUNW's rejection of the Wintel cartel, but the entire PC cartel that had put Wall St. on its hind legs. I like the Wall St. diplo-speak terms like "herd mentality". HaHaHaHaHa!!!! "Herd mentality", in this case is a code-word for "monopoly by an unregulated cartel means lots of money for us". I'm convinced Wall St. would love to see the PC industry turn into an unregulated utility from which they could rake in the cash, while the public gets gouged & the Feds scratch their heads trying to figure out what to do. SUNW is clearly a fly in the ointment & the assholes who manage porfolios don't like it that SUNW is competing against their cash cow. Sub-$1000 PCs would never have existed had it not been for SUNW's NC initiative. Traditional margins have been cut in half or more. That has been cruel & unusual punishment for everyone in the PC business from vendors to peripheral drive makers, to chip makers, to software vendors. Funny, though, that the author didn't mention Java & the future of computing, except to mention that Unix isn't dead yet & will be around for a while.