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Technology Stocks : All About Sun Microsystems

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To: jim kelley who wrote (25530)	1/2/2000 1:26:00 AM
From: Tony Viola	Read Replies (1) of 64865

Jim, THe stock is up on hype in overdrive. Maybe some hype, but I think that right now Sun is getting all the business they can handle in mid to high end servers. SUNW has ~13% of the server market(IDC).CPQ has about 30% and IBM has an even bigger share counting its big iron servers. Is that currently installed, or new installations; boxes or dollars? I wouldn't get in front of this train until/unless they become NOT the server company of choice for the Internet. Also, practically everyone is recommending the stock as a must have Internet infrastructure play, as they do Cisco and EMC, even if they all look expensive. Tony

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