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Technology Stocks : All About Sun Microsystems

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To: marvin litman who wrote (20766)	10/6/1999 4:58:00 PM
From: cheryl williamson	Read Replies (1) of 64865

Marvin, The e-commerce business is running @around $700 million right now. Not a huge business yet. It is still a fairly small component in the internet itself. It is growing & gaining momentum daily (obviously) and is predicted to be $3billion + in the next 12-18 months. That's still pretty small. When you consider the potential for electronic enterprises, it's a drop in the bucket. Once successful business models are developed and a tradition is established it will REALLY take off. I can see exponential growth in 3-5 years. So, yes, the e-commerce need for servers will grow right with it. The 5% figure is, naturally, an estimate I read in a report about 1 month ago. I don't remember where. I don't think it takes an MBA to understand the room for growth in the server market and what is going to driver that growth. Sun's original vision for the future of computing, from as long as 5 years ago, is just beginning to come to fruition.

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