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Technology Stocks : All About Sun Microsystems

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To: Yaacov who wrote (36058)	10/3/2000 2:34:40 PM
From: Bill Fischofer	Read Replies (2) of 64865

Re: Bad news Actually, SUNW followers would be well advised to read today's IBM announcements carefully. In addition to a rationalized pricing and branding model, the key technology introduced today is IBM's long-awaited 64-bit upgrade to its flagship S/390 architecture (now known as the z/Architecture). IBM is still very much a force to be reckoned with in the enterprise space and I expect them to get very aggressive with this product set. Between W2K encroaching from below and IBM's z/A pressing from above the margin shoe may begin to pinch a bit over the next year. But of course in a competition between SUNW vs. rest-of-world, RoW is always the underdog. :)

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