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Technology Stocks : All About Sun Microsystems

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To: chic_hearne who wrote (33547)	7/14/2000 12:07:45 PM
From: JC Jaros	Read Replies (1) of 64865

Chip - We know SUNW is kicking ass. We know SUNW is kicking IBM's ass. --- This IBM "Server Challenge" is the upteenth sequential "we're going after Sun Microsystems and we really mean it this time!' campaign. --- You'll note that the latest big kickoff didn't phase ANYBODY. --- The better question is, if IBM doesn't put the EARNINGS numbers on the board in the server space where they have a currently superior product (S-80?) and in any case obviously impact Sun's growth in that space, what happens to IBM when Sun's NEW product line is released? -JCJ --- Edit: You'll note that (per Rudedog) CPQ has monster server revenue compared to Sun. That hasn't stopped SUNW from going up x10 in the time that CPQ has gone up around zero. "Revenue" doesn't cut it.

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