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


To: Scotsman who wrote (12399)12/6/1998 4:38:00 PM
From: Bala Vasireddi  Read Replies (2) | Respond to of 64865
 
Sun and EMC do compete. Very much, in fact when it comes to selling
storage. EMC had the upper hand, primarily because of their
"neutral" vendor stance, their support for numerous platforms
and their focused sales and service.

Sun Storage is just starting to rollout multiple platform support,
so they are still behind EMC in this case and customer mindshare.
Add their non-neutral stance hurts their story. The biggest thing
going for Sun is their "technically better" and ability to to tie
their "storage" solutions more closely with their hardware.
Providing a single point of contact for a "mission-critical" server,
where you don't want finger pointing etc will win them some business.

-Bala



To: Scotsman who wrote (12399)12/6/1998 7:05:00 PM
From: The Ox  Read Replies (1) | Respond to of 64865
 
I think an excellent strategy would be to buy both companies for the long haul.

My favorite part from the Mercury article:

Sun's server business grew at 37 percent year over year in the most recent quarter, compared with HP's 11.8 percent, according to Dataquest. In the same period, IBM's server sales decreased 16.2 percent and Compaq's shrank by 7.2 percent.