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Technology Stocks : All About Sun Microsystems

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To: QwikSand who wrote (26783)	1/25/2000 7:02:00 PM
From: johnd	Read Replies (1) of 64865

QW, thanks for the post. I agree that US3 based system shipment should be watched carefully. From a business point of view, I would worry about margin pressures starting this Q. When IBM, HP (now under dogs) come out with a goal sto take 2-3% market share away from SUN, there could be some serious blood in the field. The Solaris for free doesn't help margin either. There are enormous. In fact it will be healthier for the stock to first go down to 65 - 70 and then build base and climb up; rather than make abrupt tank.

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