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Technology Stocks : All About Sun Microsystems
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To: Carmine Cammarosano who wrote ()6/13/2000 7:33:00 AM
From: Steve Lee  Read Replies (2) of 64865
 
Michael Dell speaking in London today:

"We are seeing very strong growth in servers and storage, and we have now surpassed Sun in workstations, which only a few years ago was unthinkable."

What happens when the "unthinkable" fact of Dell surpassing Sun in high end servers becomes reality? In terms of valuation SUNW is perched in a very lofty position. As such it is very vulnerable.
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