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Technology Stocks : All About Sun Microsystems

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To: jhg_in_kc who wrote (31531)	5/5/2000 6:08:00 AM
From: JDN	Read Replies (1) of 64865

Dear Jhg and all: As you all know, EMC is my second largest holding behind SUNW. EMC just had their annual shareholders meeting and in it Reutters made a comment like SUNW is getting and will continue to get 90% of the server market on new .coms. However, he only sees the server market growing at around 6% annually (I think that was the number) whereas storage much greater (I think it was 19% annually). I believe that SUNW has addressed that in beefing up their storage offerings. For some reason EMC no longer considers SUNW a competitor in storage listing only IBM and Hitachi. Not sure why, maybe its because SUNW is considered to only offer storage to the people who buy their servers? JDN

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