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Technology Stocks : All About Sun Microsystems

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To: xiangheng xu who wrote (5711)	11/18/1997 12:41:00 PM
From: uu	Read Replies (1) of 64865

xiangheng xu: > "Our win rate has almost doubled from what we'd seen > earlier in the year, and they are our major competitor," They are comparing their own win rates compared to the previous numbers earlier in the year. This does not neccessarily mean what is taking place currently with Sun's rate of sales. Their win rate is due mainly to more demand in the market for servers (thanks mainly to the new server centric computing model). Again using the Coke and Pepsi analogy, if the population increases so would the demand for Pepsi (as well as continued growth for Coke). However, in my opinion only, Coke will always be it!! Regards, Addi Jamshidi

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