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Technology Stocks : All About Sun Microsystems
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To: Charles Tutt who wrote (19071)8/31/1999 5:03:00 PM
From: JDN  Read Replies (2) of 64865
 
Dear Charles: I suppose most people think this runup today was a result of the Star announcement and maybe so. But what excited me was a statement, I believe from the CEO of INTC a week or so ago indicating the HUGE growth in servers expected over the next 5-6 years or so. I think he said words to the effect that only 5% of the servers needed by 2006 are currently in existence. JDN

PS: In my judgement, the more servers the more storage also needed so also adding to EMC on dips.
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