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Technology Stocks : All About Sun Microsystems
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To: uu who wrote (5832)11/29/1997 8:40:00 PM
From: Thomas Haegin   of 64865
 
On IT upgrading in SE Asia:

I don't think they just woke up now and say: "Oh my God, we have to upgrade." I think the trend has been there already - and it will just continue. Whether it will be slower or faster, will remain to be seen.

I could see a little short-term slowdown of their tech purchases in the US because the products will become relatively more expensive. But longer term, I do not worry at all.

Thomas
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