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Technology Stocks : All About Sun Microsystems

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To: Sonki who wrote (4484)	10/10/1997 2:42:00 PM
From: Senthil Sankarappan	of 64865

>>John, there is a HUGE demand for sunw servers, so much that they can not produce it fast enough. It has nothing to do w. Java or Msft. the problem is just that huge demand. so i don't know short term but long term it's all there. << Sonki, Why do you say that SUNW's server demand is so huge that it is not able to supply for the demand? The backlog figures of this year Vs last year don't agree with your statement. If the demand is so high, then the backlog should have shot up. They might not able to ship to the demand in the high end star fire servers but again this will be like the order was for 50 boxes and we can only ship 40 now kind and not like shipping thousands and ten thousands. I agree that SUNW is a steady growth company and is cheap Vs the rest of computer stocks but I won't agree they are growing explosively. I remember last year Scott McNealy touting in Fortune (or Bis. week) that he is not finding enough sheet metal to ship for the demand. Guess what? Their revenue growth was less than 25%. Is this explosive growth? NO..... But a steady consistant growth. that's all. -senthil

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