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: Martin P. Smith who wrote (50)	7/10/1996 9:35:00 PM
From: Jim Patterson	of 386

To all you SUNW Bulls. I have one comment. INTC will spend 4.1 Billion Dollars on R&D and capital expansion. I think that is about SUNW's revenue. How long before INTC will out develope SUNW ? 4 processor Pentimum PRO servers and PCs are allready eating into the low end workstation market. P55C with MMX due in the fall. Reports peg the chip at 2-4 times as fast as a regular P5. This is competition that SUNW has never faced before and know's nothing about fighting it. SUNW is going the way of AAPL, In the also ran heap. This quarter may be good, but in 12-18 months the troubles will be paramount. And is HWP is any indication, this quarter way not make it. Have a nice day Jim The anti mu guy

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