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

To: E_K_S who wrote (14402)	2/22/1999 10:28:00 AM
From: E_K_S	Read Replies (2) \| Respond to of 64865

The following is an article that came from a electronics news letter posted over on the Motely Fool's Board... I hope you find it useful. Posted 19/02/99 10:01am by Mike Magee Compaq to wing Sun -- like Icarus? If anyone thinks that Eckhard Pfeiffer, CEO of Compaq, does not have aims at world domination, let these few words in a Q&A at the gruesome Landmark Hotel on Tuesday this week sink in. "Who is the next Microsoft? That's what matters." You have to search for the Nero inside yourself. Pfeiffer has several strings to his world domination bow and one of them is definitely the Alpha microprocessor. According to pre-eminent Compaq watcher Terry Shannon (see Shannon knows Compaq), his information is that a dual-chip Goldrush will beat a quad Sun 450 system hands down. This is the idea: keep the price of Alpha dropping until a system using the ex-DEC chip costs about the same as a comparable PC. Then go to Sun's customers and ask them why they're allowing Sun to reap 50 per cent profit margins, while demonstrating that Compaq's own -- equivalent or better systems -- only have profit margins of single digits. IBM and HP also get slightly bruised, but not as much as Sun. Of course, Samsung is on a spree to cut the prices of its Alpha chips by a huge amount, as previously reported here. Cunning, eh? ® RegOid Alphalpha Son of Daedalus, Eckhard Pfeiffer flew with his father Bill Gates from Crete but the sun melted his wax wings and he fell to earth. This story has no connection with David Bowie whatever. ==================================================================== Let's hope Sunw has a response to such a ploy by CPQ. I believe SUNW could look at offering such customers the entire upgrade package including new storage solutions, an upgraded SOLARIS OS, customer consulting for new third party applications & easy implementation, and provide a very simple (and cost effective) guaranteed upgrade path through 2005... and longer! EMC implemented such a "Radical" marketing approach by listening to customers;creating a community atmosphere among customers, served by employees and sales people who are expected to take a missionary's zeal to their work, and making marketing one of their top priorities...up to the CEO level. EKS