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

To: Claude who wrote (14767)	3/15/1999 3:17:00 PM
From: Charles Tutt	Read Replies (1) \| Respond to of 64865

There are lots of resellers of Sun hardware, and clones exist, too. I think Dell DOES sell Solaris -- they're just quiet about it. And I think Sun is doing just fine against NT in the workstation market. JMHO, of course. Do your own research and form your own conclusions.

To: Claude who wrote (14767)	3/16/1999 3:48:00 PM
From: cheryl williamson	Respond to of 64865

You don't see HP or Dell reselling SUN's hardware or Solaris Actually, HP licenses a number of software products from SUNW, like nfs, that are part of HPUX. Dell has agreed to sell Solaris (x86) on their pc's, if it's requested. SUNW has its own resales channels, so they are already targeted for their market. Now they will be selling Merced loaded with Linux Merced will run Solaris 7 before any other O/S is ready. SUNW has been working on the Solaris port to Merced with 2 other hardware vendors for 6-8 months now. It will be the only viable 64-bit O/S that Merced will run. Do they generate a large share of their revenue from these lower end machines? SUNW doesn't break out the numbers, but they have been back-ordered on them ever since they were announced. Gross margins will never be as large as the E-10k or storage products, but they are forcing MSFT out of the intranet server business and pushing back on the "NT onslaught" to cover any low-end workstation exposure SUNW may have had. My understanding was that NT had basically taken much of the workstation market away from SUN. NT has established a presence in the low-end workstation (aka pc desktop/office) market. This has been mainly at the expense of Novell. Much of the NT installed base is merely an upgrade from Windoze 9x. Most workstations that have to do real work reliably still run Unix. NT just doesn't have the horsepower to do much more than the old MS-DOS did. It just looks nicer and is easier to use. Personal productivity applications is not really SUNW's market, but Java & Linux should serve the purpose well: dilute the MSFT marketshare considerably with software products whose vendors will pay license fees to SUNW and sell SUNW hardware to run the software products, either from a server, workstation, or thin-client. MSFT had better start looking for other ways to make money. They're getting shoved into the background by SUNW. cheers, cherylw