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

To: Dale J. who wrote (14748)	3/15/1999 10:26:00 AM
From: The Ox	Respond to of 64865

I am not going to engage in name calling with a blundering idiot You're not? You contradicted yourself!!! LOL Still waiting for SUNW to see 58? or was that 68? Here's something to chew on while we wait for SUNW's stock to tank so Dale can cover: Top Computer Companies Hold Their Positions in Technology Business Research, Inc. 4Q98 CBQ Ranking HAMPTON, N.H.--(BUSINESS WIRE)--March 15, 1999-- Improved Efficiencies and iMac Sales Allow Apple to Continue to Climb Ranks Despite an improvement in its CBQ score for the fourth quarter, Sun Microsystems (Nasdaq: SUNW) was unable to catch up to Dell's first-place ranking. Dell Computer (Nasdaq: DELL) and Sun Microsystems have competed closely for the #1 spot in TBR's (www.tbri.com) Computer Business Quarterly (CBQ) rankings. Dell regained the top spot from Sun last quarter and this quarter held this ranking, despite a slowdown in overall Dell revenue growth. TBR believes this signals a likely end to the days of Dell's 50%+ quarterly top-line growth. -0- T CBQ Benchmark Index for Fourth Quarter 1998 4Q98 Rank 3Q98 Rank 3Q98 4Q98 #1 Dell (Nasdaq: DELL) #1 6.93 6.97 #2 Sun (Nasdaq: SUNW) #2 6.77 6.85 #3 Compaq (NYSE: CPQ) #3 6.19 6.62 #4 Gateway (NYSE: GTW) #4 5.77 5.89 #5 Hewlett-Packard (NYSE: HWP) #5 5.54 5.59 #6 IBM (NYSE: IBM) #7 5.18 5.51 #7 Apple (Nasdaq: AAPL) #9 4.90 5.43 #8 Micron Nasdaq (MUEI) #6 5.29 5.25 #9 Unisys (NYSE: UIS) #16 3.89 5.11 #10 Data General (NYSE: DGN) #8 5.05 5.08 #11 NCR (NYSE: NCR) #13 4.39 5.07 #12 Silicon Graphics (NYSE: SGI) #10 4.55 5.00 #13 Packard Bell NEC #15 4.26 4.53 #14 Toshiba America #11 4.50 4.52 #14 Acer Group #12 4.49 4.52 --Source: TBR --Note: Vobis, which ranked 14th in 3Q98, was removed for 4Q98 to be included in TBR's new European CBQ service. T Compaq (NYSE: CPQ) maintained the #3 position this quarter as its score continues to improve due to increased efficiency and synergies in the combined Compaq-Digital entity. Gateway's (NYSE: GTW) focus on direct sales through its website, 1-800 number, and Country Stores, coupled with a focus on increased growth to the SMB and corporate markets, allowed the company to report record revenue and profit, helping it to maintain the fourth position. Hewlett-Packard Co. (NYSE: HWP) maintained the fifth position this quarter. In this quarter's HP report, TBR suggested that HP must re-evaluate its participation in non-core businesses and clearly articulate a unified corporate strategy regarding HP's position as an Internet company. Following publication of that report, HP announced that it is, in fact, splitting into two separate companies: computing/imaging and measurement. The net result of this announcement should be a more focused, competitive HP going forward. IBM (NYSE: IBM) moved up in rank again this quarter, taking the 6th position from Micron Electronics (Nasdaq: MUEI). IBM's e-business strategy is beginning to coalesce into a revenue-generating and profit-generating machine based on software, services, and commodity hardware, even as the company's older server businesses begin to slow down again after the introduction of the POWER3 chip and the G5 mainframe. Apple (Nasdaq: AAPL) continued to improve its position as well, climbing to the #7 spot from #9 last quarter. Apple turned a symbolic corner this quarter by achieving its first quarter of year-to-year revenue growth in more than three years. Unisys (NYSE: UIS) made a dramatic move up the ranks moving from the sixteenth position last quarter to the 9th position this quarter due to Unisys' decision to begin outsourcing its entry-level systems to Hewlett-Packard, which includes portables, desktops, LAN servers, and workstations. TBR believes this is one of the best business decisions Unisys has made with respect to the product-line strategy. "As saturation of the corporate segment has created a market of essentially replacement sales, vendors are increasingly looking to the SMB and consumer markets to drive growth," said TBR's Manager of Computer Business Quarterly, Lindy Lesperance. "Marketing to the consumer and SMB markets is increasingly becoming less focused on hardware and more focused on the inclusion of services. Vendors who focus on partnerships with service providers will be best positioned for future growth in these markets." TBR's highly quantitative, proprietary benchmarking methodology ranks the leading global computer vendors on a comparative basis every quarter, based on effective implementation of product strategy, marketing strategy, manufacturing strategy, and business model. TBR specializes in the competitive analysis of the major players in the global computing market through its industry standard Computer Business Quarterly (CBQ) benchmarking. CONTACT: EAST COAST CONTACTS Technology Business Research, Inc. Lindy Lesperance, Manager, CBQ 603/929-1166 lesperan@tbri.com or Technology Business Research, Inc. Jon Lindy, Vice President of Marketing 203/426-7172 lindy@tbri.com or WEST COAST CONTACT Technology Business Research, Inc. Ed Wagner, Vice President of Consulting 650/712-0355 ewagner@tbri.com

To: Dale J. who wrote (14748)	3/17/1999 11:44:00 PM
From: Thomas C. Kimmel	Read Replies (1) \| Respond to of 64865

[Sorry that I'm 2+ days behind] Dale, I was surprised to see you [ were the first to ] post the Inferno news. Are you aware that the Inferno environment was developed by Dennis Ritchie and Ken Thompson, the originators of UNIX? (And a pretty nice system it is, at least to read about. They definitely anticipated Jini by a wide margin) I'm emboldened, once more, to download the alpha and put it thru its paces. I hope that many others do, as well. Plan 9 forever!!! -tck [It would be interesting to learn what relationship Bill Joy has with the seminal antecedents of his domain]