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Technology Stocks : All About Sun Microsystems

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To: paul who wrote (26519)1/20/2000 5:12:00 PM
From: paul  Read Replies (2) of 64865
 
Comments from Ed Zanders/Scott McNealy:

New IDC Numbers -
#1 in high end server shipment over IBM
#1 in mid range servers over HP
#1 server company overall
$2k Ultra5 workstation on low end to new high end ultra 80.
200 volume pilots for Sunray
sampling 750Mhz ultrasparc III
Solaris 8 rollout in New York Next Week
Service Provider/ASP wins this quarter alone
lucent
eonline
digital island
vodafone airtouch
converse Israel
Bosch Telecom
Alcatel
Telmar Brazil
Enron

268 new .COM's added homegrowcer.com, chipshot.com, kbkids.com, fogdog.com.....couldnt hear the rest!

Competition -
IBM - confused, quarterly report says it all
HP - best quarter ever against HP
EMC - specialized sales force focused on storage, new products and services rolling out.

Scott - just signed $350M Enron Deal - 2000 locations.
Sun facing the biggest opportunity ever
Going for growth - over 25%
Focus on Quality and Availability
..has no plans to retire!...or ask for a Gulfstream from the board!
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