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Technology Stocks : All About Sun Microsystems

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To: Peter Shaw who wrote (2976)	7/1/1997 2:04:00 PM
From: Bill Fischofer	of 64865

Re: Y2K Drag Why won't the same drag effect SUNW? If I believed in this effect I would argue that because SUNW doesn't have a consumer line to soften the effects of this deferral that it would be even more effected on a proportional basis than the PC companies. Conversely, if SUNW can continue to grow despite Y2K, why can't CPQ, DELL, GATE, etc. do the same? What's wrong with this logic?

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