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: Gene Litt who wrote (30)	7/8/1996 6:36:00 PM
From: George Lazar	of 386

Gene, I don't advocate the 'sudden demise' of SUNW, my point is that at this level SUNW is a SHORT. If it drops below $40 it would be a buy. 'some hard facts' - server/workstation profit margins started to erode - JAVA has a long way to go to make some serious money - what is next after ultraSPARC ? Sun will have to come up with $1B to develop a new chip. They won't be able to do it alone... SUNW is a GREAT company, it is a well-managed cash-machine.. the issue is that the stock had a long run and it is time for a serious retreat.

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