SUN microsystems: 7/18/96 quarterly report - BIG! Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jim Patterson who wrote (208)	8/9/1996 3:25:00 PM
From: Tera Bit	of 386

Jim, I agree with your assesment that Wintel poses a threat to Sun at the low end now, and at the high end with P7 (64 bit) Merced chip in a few years. I recently owned both INTC and SUNW but sold the INTC. I still love INTC but I am pretty confident that SUNW can grab A LOT/MOST of the medium/large intranet/ineternet server business for now as they offer the best solutions. That could change in the future if Sun is unable to match Wintel in terms of delievering cost effective and innovative solutions. As to the stock split, I see this: Sun announced record backlogs at the end of last quarter, they said their newest products are selling like hot cakes, they announced large sales to China and several universities recently, they aquired several small companies last year with, I presume the intent of making their H/W industrial/ mainframe reliable, they have a management team that does not appear to be selling the stock, and then, they announced a stock split when the shares are only trading at 55ish. I wonder if they know something we don't? Cheers, Daniel

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next