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Technology Stocks : All About Sun Microsystems
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To: Steve Lee who wrote (31827)5/13/2000 10:32:00 PM
From: THE WATSONYOUTH  Read Replies (2) of 64865
 
Re: "This is indeed a weird thread. Massive complacency as to SUNW's business prospects combined with massive paranoia about the intentions of those who question it."

That has been my exact impression also. I consider this the biggest "rah-rah" thread on Si. They just will not accept how late UltraSparc III really is. A summer release of the
complete updated UltraSparc III line would have shut the door on any inroads IBM,HP, or Compaq might have made. Now,the door remains wide open for at least another 8 months. My guess is that because the forecasted growth is so large, Sun will cede some business to the competition as long as its targets are met. But, how much business will they lose in the interim??

THE WATSONYOUTH
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