SUN microsystems: 7/18/96 quarterly report - BIG! Message Board

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Technology Stocks : SUN microsystems: 7/18/96 quarterly report - BIG!

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To: Andy Parham who wrote (21)	7/3/1996 10:44:00 PM
From: George Lazar	of 386

Andy, Stop guessing. The point I wanted to make that HP's PA8000 chip will be produced MUCH cheaper, in bigger volume than TI's ultraSPARCs, in addition they are faster ... DEC's Alpha is superb on the technology side; the trouble is that they are losing money on it - see stock today... Finally the HP/Intel team will start to kill the market with the supercheap, high volume hybrid chip based servers. The first 'victim' is DEC, the next might be SUNW... Don't misunderstand me, SUNW is an excellent company, but stocks don't move because of technical superiority ... earnings, actually potential earnings matter ... SYBS, BORL, NOVL will prove you that

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