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Technology Stocks : All About Sun Microsystems

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To: chic_hearne who wrote (31788)	5/11/2000 12:55:00 AM
From: JC Jaros	Read Replies (2) of 64865

I don't see IBM falling below $100 Billion, either. I just think SUNW will pass them. --- This business isn't like semis, chic. There's a whole lot more to it than the kind of 'better-faster' which is the chip business. I bet you know more about chips than me. Mostly what I know about chips is that I'm a shareholder in a company who is selling the SNOT out of computers with a comparitvely slow and out of date one (Ultra II) and doesn't seem all that worried about rushing it's replacement; the next generation out the door in order to meet earnings forecasts. --- IBM has already underestimated Sun. You would be smart not to make the same mistake (IMO). --- Please don't spam the thread with the "Keep focusing on IBM's past...". We don't focus on IBM's anything here. You guys (IBM) are the fellows with the 'focusing' problem. -JCJ

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