Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Vikas Deolaliker who wrote (16610)	5/25/1999 11:53:00 PM
From: Stormweaver	Respond to of 64865

There is a reason why Sun has a high P/E if you compare with competition. In a net-appliance centric economy, the profits should flow to the server farm vendors (Sun, HP, IBM) and the service providers (AOL, Yahoo! etc.). In this new growth market, Sun is better positioned that the competition. Sun's hardware and software is designed to be highly scalable. That's a big statement - "net-appliance centric economy" - which you need to explain further or else I'll be flamed for jumping to conclusions (if I responded). I do not see any evidence that SUNW is any better positioned than IBM, CPQ-DEC, or HP to capture the high end server market ? NT threat is real in the workstation market. But it is not yet a menace. The reason is that workstation's traditional markets of CAD/CAM/CAE still need special features which NT does not have. I'd suggest you checkout SGI, Intergraph, & DELL NT workstation offerings. There are no "special features" that UNIX workstations have over high-end PC workstations any more; and they're 1/2 the price. Also in the wintel space, where the business model is driven by volume, hardware vendors are not incented to provide a complete CAD solution. They expect the customer/ISVs to fine tune the application to the NT platform. Customers/ISVs don't always like that. Who does the tuning then ? In my experience software vendors and any company's in-house code is tuned by their respective developers irregardless of the platform.