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Technology Stocks : All About Sun Microsystems

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To: Charles Tutt who wrote (44384)	8/6/2001 3:38:13 PM
From: Bill Fischofer	Read Replies (1) of 64865

Whatever is being measured clearly SUNW is taking it seriously if they are moving into market-share-defense mode. The real question is what gets SUNW out of this mode? INTC earnings estimate cuts today are based on the belief that INTC is preparing to slash high-end microprocessor prices by 50% later this month with an additional 25% cut in October as they accelerate their drive to take market share. Pricing (and margin) pressure in this sector is brutal and relentless.

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