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Technology Stocks : All About Sun Microsystems

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To: alydar who wrote (22839)11/12/1999 2:52:00 PM
From: cheryl williamson  Read Replies (4) of 64865
 
To All:

Rambus is bogus. Good ideas but less than perfect
execution (to say the least). INTC has dropped the
ball on 2 big ones in a row. I have heard rumors
from inside INTC that if & when Merced is release,
its max output is going to be limited to 100,000
units or less by INTC.

I wouldn't count on any serious challenges to Ultra
technology anytime soon. Sun is going to steamroller
the high and middle-end server business. It's ours
guys, and its about 5% saturated!!

Who was it talking about SUNW's stock being overvalued???
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