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Technology Stocks : All About Sun Microsystems

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To: Steve Lee who wrote (27619)	2/11/2000 10:59:00 AM
From: johnd	Read Replies (2) of 64865

I can't understand the shortsightedness of SUNW longs. * DELL's new push to .com is a brand new attack on SUNW's ASP share * IBM's resolve take 2% market share away from SUNW is a new resolve as of Jan 2000. How can that be old. * COmpaq is on all out attack on SUN from desptop up to 8-way servers * HP is on an all out attack : This may be biz. as usual. * Intel Merced, Mckinley is leaving the stable in 2000. * Windows 2000 is hitting market next week, yes NT was there last year too. But the gap between SOlaris and MSFT server software has narrowed. WHy not buy DELL and sell the SUNW. Dell has higher rev. growth and far lower valuation.

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