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Technology Stocks : George Gilder - Forbes ASAP -- Ignore unavailable to you. Want to Upgrade?

To: Bargain Hunter who wrote (852)	12/1/1998 10:00:00 PM
From: Bill Fischofer	Read Replies (1) \| Respond to of 5853

Re: Fat servers Actually, that is a recipe for certain disaster for Sun. The reason is that it turns the "fat server" into a pure commodity. Sun, like all hardware manufacturers, benefits greatly from "architectural lock-in" (why else do the various Unix vendors stress the "benefits" of their own unique variants?). True platform-neutrality is the last thing they or any other vendor wants. Those who don't believe this can ask their friendly server vendor how easy is it for them to relace that vendor's server with one by another manufacturer and watch the reaction. The commoditized fat server would delight IBM since they already own the glass house and are still many years ahead of Sun and everyone else in enterprise-class systems management. However, the real winner in this scenario is neither IBM nor Sun, but rather EMC since they'll own the data.