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Technology Stocks : All About Sun Microsystems
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To: fuzzymath who wrote (25821)1/5/2000 7:28:00 PM
From: jim kelley  Read Replies (2) of 64865
 
SUNW is way overpriced for its current prospects.
Competition will increase throughout 00' as CPQ , HWP
DELL etc introduce new 8-way and 16 way servers aimed at the enterprise and internet computing. INTC will be introducing the Itanium in the first half. CPQ, IBM and HWP are introducing their own Alpha, and risc based server which have much better price performance than the current SUNW servers.

DELL will overtake SUNW in the first half in the total units shipped in the workstation market spurred on by the new releases of NT and their RDRAM based MP workstations.
DELL will also provide UNIX based versions of these workstations(LINUX).

While SUNW work on JAVA, JINI, etc. the lack of any significant revenue and their attempt to rally thier competitors around a proprietary set of standards is bound to lose. The BEANS effort will ultimately cause flattulence.

Some stocks on the NASDAQ are way over valued. Some are not.
VA-Linux sales freeware and has a market cp of 11 billion dollars and yet only has 170 employees. What is wrong with this picture?

Ultimately, we will see the market return to value-growth stocks. How soon? Who can say. Currently, the market is being driven by psychology rather than fundamentals.
If you can pick the top you can make a lot of money shorting these stocks and/or the indices.

:)
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