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

To: cfimx who wrote (10248)	6/29/1998 1:10:00 AM
From: paul	Respond to of 64865

microtwister - yes time will tell who is right but years after the wintel duopoly appeared on the radar and the apple-sgi arguments have been beaten to death (but go ahead and continue) you may want to check on Sun's growth rates vs. Compaq, HP, IBM and of course companies which are going in the opposite direction like DEC, NCR, and Sequent. can you tell me which one of these companies had the best growth rate in 1998? gee - your not so dumb after all, it's Sun! congratulations on being so astute. What you dont acknowledge is that Sun continually creates new categories rather than being walled into a single one. A little more than a year ago Sun was knows as a mid-range computer company. They didnt even sell into anything above the mid range server market - in this short time they are now one of the top 2 mainframe-class level providers surpassing your buddies at HP. Sun is also innovating at the low end with Javastations - yes, there where windows was back at 3.0 but can you say - continuous refinement? The Network Computer model is absolutely right as Microsoft knows. Give Sun time and theyll get it right too - again - i dont see Sun sitting back resting on its laurels - can you spell H-P?? thats a really cool laserjet 8 or is it 9 - i wonder if canon's patents on laser printers has run out yet. now lets see Java, java products like web servers and tools from Sun which they continually put out - did these spring from the labs at our friends from DEC? (is HP still going thru with a clone JVM - what innovation!)- JAVA Seems pretty popular - the #1 programming course in universites surpassing C++, yes the challenge will be how they will make Microsoft-like money from Java but theyve done a lot of the hard part so far- why bet against them now? Java chips in a unlimited number of consumer devices, continual assault on a workstation market 5x the revenue size of the NT workstation market while its traditional competitors (HP, SGI, DEC, IBM) fall away into a uncommitted mess of me-too sameness with NT. A new storage division competing against EMC as a multi-platform storage solutions - even NT, just think of the captive market opportunity alone. The web adding millions of users where electronic storefronts require 24 hour a day/7 day a week reliability while microsoft still tries to get more than 2 NT servers to do more than fail-over - scalability well that will be in NT 5.0 or something, and then theres wolfpack level 3 in a couple years.... Hmmm...should i buy that $80,000 pro-liant or 85,000 Sun. funny how expensive NT servers have gotten - i guess there charging extra for reliability. bottom line is i dont see a company that is allowing itself to be pushed into the "high-end graveyard".Of course anything you say (just like your masters in Redmond) may become true but until then your just "twister in the wind".