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

To: cheryl williamson who wrote (15876)	4/28/1999 5:57:00 PM
From: Stormweaver	Read Replies (2) \| Respond to of 64865

Blind fanatacism is not good for the bottom line in your portfolio. >>You seem to think that PC's are cheaper to buy & own. >>PROVE IT. The last time I checked, low-end Ultra's were >>priced competitively with high-end PC's with a price >>performance edge & SUNW's famous RAS to make them a >>much more attractive buy as a workgroup server and as >>a workstation. Huh ? Parts are cheaper making upgrading and maintenance cheaper; add-on cards/software. This is caused by greater competition which also serves PC owners well with faster innovation cycles. RAS is important in high-end n-way configs where companies are running their business engine and can't afford any downtime. Reliability, Availability and Serviceability at the workstation level is identical if not better on a PC. The PC is where software inovation happens for the desktop space. As a software developer I can develop for the 2% UNIX workstations out there or the 80% PC's running Wintel. Same holds true for hardware. Regarding CPQ, DELL and friends taking a hit that was directly related to market oversaturation (temporal). The current market niche is the Sub $500 PC which is selling like hotcakes. CPQ is the only one to really drop the ball, DELL and GTW have solid predictions going forward. Regarding your software/hardware battle take a look at where Sun derives it's revenue from : it's IRON baby. Sun is a hardware company not a software company. MSFT is a software company.