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: Jeng Chiu who wrote (196)	8/9/1996 1:55:00 PM
From: Jim Patterson	of 386

Jeng, You are going to love this... I have reconsidered my stance on sun for now. They will probably beat every number out there and go to $100 after their 2 for 1 stock split. We all know what a big boost a stocksplit is to a companies fundamentals a split is. The reason for the change of heart...INTC is delaying the MMX chip 3 months. IMO they are doing this because CYRX and AMD are dead in the CPU market. INTC won that battle. Now INTC will coast, rest that Capital spending budget for a while. Then about 3Q 1997 they will start thier run at SUNW. By this time they will have a good underdtanding of how their PPRO workstations have been recieved and know where to push. So SUNW's demise way have been delayed for 9-12 months because of that. I am not covering my short though. Jim

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