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: Carmine Cammarosano who wrote (188)	8/6/1996 11:54:00 AM
From: desert fox	of 386

Any reason why they downgraded SUNW to underperform. Is it due to the increased competition and Microsoft's plan for NT. I read in an article in the LA times that corporate usage will be high and lots of it due to Microsoft's aggressive marketing of NT 4.0 although the experts on the article did say that NT 4.0 servers would only be viable for hundreds to thousands of users only and that UNIX was the best at handling truly large accounts. Nonetheless, the article said that many are just jumping on the bandwagon. I have been thinking about putting some money into INTC to take advantage of Microsoft's marketing campaign (i.e. their pentium pro sales should benefit) What do you think?

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