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Technology Stocks : All About Sun Microsystems

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To: DiViT who wrote (43549)5/30/2001 9:23:51 PM
From: THE WATSONYOUTH  Read Replies (1) of 64865
 
Sun has been reducing its server prices aggressively to compete with IBM, something that Shope speculates has contributed to its big gross margin declines. Nevertheless, it's still losing share to IBM, which grew its share of the Unix market 33 percent year over year in its first quarter

I thought Sun claimed they were not seeing pricing pressure but simply a drop in demand. Is that correct? Yet here, the analyst claims they are aggressively dropping prices in response to IBM. More Sun lies??? Who to believe??

THE WATSONYOUTH

P.S. Itanium launching. McKinley to follow next year. Much faster Alphas in the pipe. PA RISC updates. And about 6 months till POWER4.
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