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


To: John Mireley who wrote (14932)3/26/1999 6:46:00 AM
From: QwikSand  Respond to of 64865
 
Right you are. McNealy has always understood this and has said so many times, referring to HP and DEC as "resellers of Wintel" and so forth. He has maintained that position in the face of much "advice" from investors and other back-seat detractors who figure that the sentence "Sun is the only major computer company that doesn't build a PC" is somehow an insult rather than a compliment. (Apple doesn't count as a major computer company.) There are still plenty of them around, but they must be waking up by now. McNealy had that one right.

Compaq, proud heritor of DEC's carcass whose entire founding business plan was to be a classy copycat, is now struggling to pull itself up onto the same high ground that Sun has always held: self-reliant purveyor of its own products. Compaq may be in for a tough time.

Regards,
--QwikSand



To: John Mireley who wrote (14932)3/26/1999 11:19:00 AM
From: Claude  Read Replies (1) | Respond to of 64865
 
Although IBM did lose a bundle (almost 1 billion) selling PCs (obviously not their forté and they will be bowing out - smart move on Gerstner's part) don't think for a minute that they don't make a bundle selling PC components. They have big revenue from OEM sales of storage and LCDs used for PCs among other products (not to even mention services and software).

Claude (rhymes with TOAD)