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

To: Stormweaver who wrote (15806)	4/28/1999 12:24:00 PM
From: Alok Sinha	Read Replies (1) \| Respond to of 64865

You are obviously assuming (IMO incorrectly) that proprietary architecture (software or hardware) results in high overall costs for the end user. If you can offer superior technology (even if it is proprietary) and service with a high degree of reliability at comparable (overall) costs, you will be successful. Look at it this way, NT has just one of the above attributes - low price, and it is able to make inroads in the corporate desk-top space (and it is as proprietary as anything out there). I could also offer Apple as an example of proprietary technology (hardware and software) being successful after they moved away from clones and re-defined their strategy under Jobs. SUN can offer cheap hardware since its investment is in the design and not manufacturing. I will agree that hardware producers face more risks from trying to sell proprietary products. Additionally SUN is much more of a proponent of open standards than most companies, and that will continue to attract developers. BTW, James you indicated that you were planning on going short. I was just curious as to what were you waiting for (any price target in mind). Regards Alok

To: Stormweaver who wrote (15806)	4/28/1999 12:37:00 PM
From: Charles Tutt	Read Replies (1) \| Respond to of 64865

ROTFL. Do you think clock speed is all that matters? What about architecture? And I would hardly hold SGI out as a good example; look at their stock performance. JMHO.

To: Stormweaver who wrote (15806)	4/28/1999 1:40:00 PM
From: Mephisto	Read Replies (1) \| Respond to of 64865

I can't answer your question. My husband is not an engineer but he works with very talented technical people. And one thing I know for sure: they do not live in the past. His research, although narrowly focused, looks towards the future so he has to know a great deal about the present and the past. He might respond to your question. And then again, he might not because he didn't want to take the time to respond the other night. I know he believes that there will always, always be the need for high-end UNIX. He uses LINUX on his PC, but he would never dream of using his PC and LINUX to run major research projects. Also, we have had so many, many terrible experiences with MSFT products that I do not believe he would ever use NT, and he has not heard that NT is a quality product, although it may be more stable than Windows 95.