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Technology Stocks : All About Sun Microsystems

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To: craig crawford who wrote (40254)1/10/2001 5:34:47 PM
From: Steve Lee  Read Replies (2) of 64865
 
Fair enough, I don't follow them as a stock, but like their quality and innovation in the Intel market.

My company is working on a number of projects that could involve well over 100,000 NT workstation seats and many hundreds of NT servers over the next 11 yrs. Compaq and Dell are the vendors bidding for the business and I can tell you these guys must be suffering from the fury with which they are willing to undercut each other. It seems like they are just interested in holding market share thru this slowdown and I wouldn't be surprised to see either/both companies post a loss in Q1 and/or Q2 this year.
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