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Technology Stocks : All About Sun Microsystems

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To: THE WATSONYOUTH who wrote (33146)	6/27/2000 2:57:00 PM
From: cheryl williamson	Read Replies (2) of 64865

My read is the Sun release showed the IDC report including TOTAL Unix sales and a breakdown showing entry level systems (where Sun has a commanding lead) and high-end systems (where Sun also has a commanding lead. According to what I read, Sun lead in all 3 categories. That press release didn't mention mid-range servers however, where IBM may have grabbed the lead w/the S80. To me, the bottom line is this: Sun server sales for Q1/00 were very strong and continued to lead the industry for the 5th straight quarter. That means, at least up to the end of Q1/00 Sun's profits in the server market have not been negatively affected by IBM server sales. That's my take...

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