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

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To: Andy Chen who wrote (88)7/15/1996 12:35:00 PM
From: Jim Patterson   of 386
 
You high tech people do not get it. Yall keep talking about proformance and are convinced that the network can be the computer.

SUNW does not have a chance against WinTel namely because of the installed base. You have a program you want to sell. One market is 100 million potential customers the other is 1-2 million. Which do you do first ??? (if you get this wrong, then you owe me $1)

News fflash: "MOT cutting chip production jobs"

Last this network is the computer thing. Maby you can explain it to me. CPU cycles are needed by large programs and the what not.The network does not do that. the CPU does. The network just gets the DATA, Not the program (ie Java), to where it is needed.
Untill Bandwidthe is in surplus, that is the way it will work.

That news flash, wonder if I should buy some AAPL on that news :-)

Jim
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