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Technology Stocks : All About Sun Microsystems

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To: Mephisto who wrote (27157)	2/3/2000 2:35:00 PM
From: johnd	Read Replies (5) of 64865

The following risks on SUNW are not factored to its stock in my opinion. (a) Linux is encroaching on low end servers. Sun is fighting back with free solaris on low end. But I think it will hurt margins on low end. (b) Windows2000 is going to be launched on Feb. 17th. If you wait long enough like one to two years, you will see the same effect as to what happened to workstation market. Just wait and see. (c) IBM put their start exec. to go after SUN with a new machine, S80. Believe me, when these guys get agressive they could get very aggressive. SUN won't give up. But a fight like that leads to price pressures. (d) Only a 3rd of SUN's revenues are from servers. The other are from storage and service. EMC is on the attack on SUN's storage push. (e) The risk of US3 execution and new systems: This has been brought up by QS here before. All said and done, the next 6 months to 12 months is the most interesting to watch on SUNW. Enjoy the ride.

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