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

To: Stormweaver who wrote (15879)	4/28/1999 6:18:00 PM
From: Alok Sinha	Read Replies (1) \| Respond to of 64865

By the same token, in your dictionary is IBM a software, hardware or services company ? And what is CSCO or Lucent for that matter. High end server and storage growth which includes both hardware and software is fueling SUN's 20% revenue growth. Plain and simple. I don't think it is a question of blind faith on anyone's part - most SUN longs have held their views since the stock was much lower. You can argue valuations, but your persistent implication that the company is about blow up as it is suddenly overtaken by some trend in computing that makes UNIX , proprietary tech obsolete , borders on the ludicrous. Over time SUN has converted a lot of skeptics on Wall Street aganist all odds. In my opinion SUN management team deserves some credit for understanding technology trends and staying on top of them. I guess if you are bearish on SUN, you must consider IBM, HWP, CPQ (and all other software companies that provide UNIX software, hardware, services, like ORCL, IFMX) etc basket-cases. Regards (as always) Alok

To: Stormweaver who wrote (15879)	4/29/1999 10:03:00 PM
From: cheryl williamson	Read Replies (4) \| Respond to of 64865

Well James, I can see you've degenerated into the time- honored bulletin-board tradition of crude language and name-calling. Do you really want to frame your discussions that way, or do you want to try being constructive, so that some useful information can emerge from this debate? I'll try one more time to be civil, but don't insult me again. Regarding CPQ, DELL and friends taking a hit that was directly related to market oversaturation (temporal). Let's see here... HWP is splitting up into 2 companies in order to correct the earnings problems brought on by Lew Platt's decision to cease to be a computer company and instead to be a resales channel for Wintel. CPQ fired its long-standing CEO, NOT because of "temporal" problems of oversaturation in the market. No, they still sell more PC's than anyone else in the world. It was becuase they aren't making much MONEY doing it. Temporal??? Not in your life. We are experiencing a historical shift in the microcomputer market and it's going away from PC's and toward thin client technology. As for IBM, they are getting out of the market they created all by themselves. It's because they LOST nearly 1$billion last year making & selling PC's. IBM didn't make this decision without careful consideration, James. You need to update your knowledge base about the computer industry, you're currently about 2 years behind everyone else on this thread. Sun is a hardware company not a software company. Sun Microsystems is a solutions company. 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. Sub $500 PC's look great to the consumer & lousy to the producer. The margins are so low, that all the OEM's who make all these great "cheap" add ons aren't bothering to test their equipment much & are skimping on components. Result??? High failure rates for hardware & administrative nightmares for IT managers. SUNW's RAS does make a difference on the low-end. No one wants to put up with crummy hardware & buggy software. That's why Sun's solutions are so attractive. They provide total solutions, uprgrade paths, hardware & software support, and one-stop shopping from a single source. cherylw