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Technology Stocks : SUN microsystems: 7/18/96 quarterly report - BIG!

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To: Peter Shaw who wrote (275)8/23/1996 11:32:00 PM
From: George Lazar   of 386
 
While I agree with Peter's investment philosophy, I'm not as optimistic about SUNW long-term prospects. SUNW won't be able to compete with the HP&Intel chips on the long run and SPARC is not spreading as fast as SUNW expected ... in fact no major manufacturer adopted it in the USA.

SUNW software is innovative, but where is the revenue ???

In a way SUNW is the Apple Computers of the future...

-g
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