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Hewlett-Packard Company Message Board

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  • billyliar66 billyliar66 Jan 6, 2002 6:04 PM Flag

    Lesson No. 1 CPQ+HWP=$50/share

    RE: SUNW

    Sun's current problems are a result of their past success. Virtually all dot coms bought sun servers. Many went bankrupt. There is a hugh secondary market in sun equipment. Its still being bought, instead of new sun gear. It doesn't matter what sun's new product line looks like, until the secondary market dries up, no one is buying new sun gear, but lots are buying old sun gear.

    2nd SUN issue: Itanium. Sun has no itanium, no linux etc. If and its a big if, itanium becomes a viable processor, sun will have a world class box out within 6 months. Remember, they went from a washed up workstation vendor to the owner of internet server sales in less than a year. They are fast like ninja warriors.

    I only say this as I've competed against them for the last 15 years.

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