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

To: Eric.sun who wrote (16399)	5/13/1999 4:43:00 PM
From: Martin Milani	Respond to of 64865

agree...Sun and IBM are battling it out at the top. IBM has a great product set and hardware and so does sun..there is room for both

To: Eric.sun who wrote (16399)	5/13/1999 5:39:00 PM
From: Charles Tutt	Read Replies (1) \| Respond to of 64865

A few short years ago IBM and Sun didn't even compete in the same league. Now you say Gerstner considers Sun his main competitor. That, to me, is amazing. If Sun takes away only a small fraction of IBM's business it will grow enough to make me rich. JMHO.

To: Eric.sun who wrote (16399)	5/14/1999 1:24:00 AM
From: paul	Read Replies (1) \| Respond to of 64865

IBM has always had the total solution but that didnt stop the company from being decimated at one time or another in almost all of its business: Database Software - Oracle, Informix PC Operating systems - Microsoft PC's - Compaq, Dell, etc. Storage - EMC Mainframes - Hitachi, Amdahl Unix Servers - Sun, HP microprocessors - Intel I think analysts are conveniently overlooking IBM's slow growth rates, and declining HW revenue to spin it as a "safe" internet play. Remember, nobody gets fired for recomending IBM..