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Technology Stocks : All About Sun Microsystems

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To: Dale J. who wrote (21864)	10/27/1999 9:32:00 PM
From: paul	Read Replies (2) of 64865

You were shorting HWP - werent you? I assume thats why your telling us this. Scott made a big point of saying they were taking chunks of market share from HP - it would be a little disapointing if HP actually announced "good earnings". Sun guided revenue estimates upward for Q2 and announced a billion dollar backlog. The street knows this and thats why Sun is trading near its highs vs. HP which is getting close to 50% off its highs or Compaq, or IBM or James New Favorite Company Unisys which will probably soon announce like NCR (another company that bet its business on N-way x86 systems - and didnt Data General have an 8 way Intel Server?) that they are getting out of the hardware business.

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