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Technology Stocks : Compaq
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To: ed who wrote (12052)12/24/1997 8:14:00 AM
From: Bill Fischofer  Read Replies (2) of 97611
 
Sun and Merced

The reason is that SUNW knows that Merced will offer unbeatable price/performance thanks to INTC's huge volumes. They really have no choice in the matter. Merced will absolutely dominate early 21st century computing. Sparc and everything else will be relegated to niche status.
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