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Technology Stocks : All About Sun Microsystems

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To: jim kelley who wrote (23552)	11/29/1999 7:50:00 PM
From: paul	Read Replies (1) of 64865

"..RE: SUNW is an inefficient manufacturer of expensive proprietary boxes" any one feel like were in a time warp here circa 1996 regarding Merced..er I mean Itanium (Titanium? Titanicum? McKinley?) and Win2K (NT? NT Data Center(ha!)?, yadda, yadda, yadda - wow the world has changed a lot in 4 years and all we got from the wintel camp in this time is new product names. 64 way IA-32 based systems have been around for years, notably by Sequent. Unisys and Data General have had 32 way systems for a while with 0 impact upon Sun - have you checked the investment grade of these companies recently? # of applications for Merced = 0 # of installations using Merced = 0 # of times Merced is supposedly going to eat Sun's lunch = significantly higher number than question 1 or 2

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