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

To: H. Wai who wrote (10257)	6/29/1998 4:54:00 PM
From: Chung Yang	Read Replies (1) \| Respond to of 64865

That is an interesting question. As far as I can see it has not hurt the hardware business. The low-end desktop/server (untra 5/10/60) products (according to my friends who work at SUN sales), could not meet demand. Apparently the market forcasting at SUN way underestimated the popularity of those products. While the mid-range (Enterprise 450) to high end (Enterprise 6000-10000) has been growing at a rapid rate. I don't know how much SUN makes from selling softwares, but they generate a lot of revenue in providing services for those softwares. - Chung >>> Sun is supporting Intel's processor including the Xeon processor. Do you think this will hurt Sun hardware business since it competes with the Sparc processor, at least in the low end enterprise market? Although they are going to use the Solaris operating system, but how much Sun makes from the software business? H.Wai <<<

To: H. Wai who wrote (10257)	6/29/1998 6:01:00 PM
From: cheryl williamson	Read Replies (1) \| Respond to of 64865

H. Wai, I believe SUNW is in the solutions business. They benefit from having SUNW products installed wherever they can. Some potential customers for their workgroup products may have an inventory of PC's they can leverage with Solaris. They may buy a few new Ultra 5's & 10's & tie the whole thing up with Enterprise 450 servers. Any way you cut it, SUNW benefits. Two years ago, I would have agreed with you. To an extent, customers would prefer inexpensive hardware platforms that delivered the goods, so a company may have chosen PC's instead of SUNW Ultra's, thus not helping SUNW's hardware business. Now, however, SUNW has inexpensive hardware, so they can offer a number of solutions to fit the customer's needs. SUNW sales reps can walk into a customer sight with a good story to tell. Customers just love one-stop-shopping & SUNW can offer that & that enhances BOTH their hardware & software business.