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Technology Stocks : All About Sun Microsystems

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To: Charles Tutt who wrote (31096)	4/19/2000 12:04:00 AM
From: THE WATSONYOUTH	Read Replies (1) of 64865

Re: "As I understand it, IBM reported a steep decline in hardware revenues after the close." Not so for RS 6000 line, especially high end S80 series. From the press release: "Revenues also grew in IBM's Web server product line, which includes the RS/6000 and NUMA-Q products, with particularly strong demand for the advanced RS/6000 S80 model." The IBM RS 6000 line is now very competitive and should allow IBM to grow revenues once again. I even heard of two win backs from Sun. The market is so big that IBM, with a competitive product, will get its share regardless of Sun. But, as long as we see UltraSparc III systems by year end, I don't think Sun has anything to worry about. THE WATSONYOUTH

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