MDA - Market Direction Analysis Message Board

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Strategies & Market Trends : MDA - Market Direction Analysis

SPY 660.08

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Nov 18 4:00 PM EST

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To: set who wrote (35887)	12/23/1999 1:41:00 PM
From: Haim R. Branisteanu	Read Replies (1) of 99985

Set, could you explain what the difference is between SUNW, IBM or HWP servers are besides hype?? If my memory serves me right IBM e-business is bigger than SUNW and still IBM multiple is about 1/4 of SUNW who may grow 25% a year, if the others will not take market share from SUNW. Iron is still Iron big or small. Server market getting more crowded by the day like PC's (NT, UNIX. LINUX who cares as long as they do the job) Would make a pair trade - short SUNW long HWP or IBM BWDIK Haim

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