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Technology Stocks : All About Sun Microsystems

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To: uu who wrote (7680)	2/12/1998 11:44:00 AM
From: Charles Tutt	Read Replies (1) of 64865

I haven't seen the reason for the downgrade in any press releases; was it really just that IBM and HP are cutting prices? I don't want to say anything bad about HP (since it's my second biggest holding after Sun), or even IBM (which I've been a shareholder in until recently), but I hardly think their cutting prices warrants taking nearly 3/4 of a billion dollars off the value of Sun! Right about now it would be nice to have some intelligence about whether the Darwins are in fact "flying off the shelves" as hoped. As I recall, some mention was made at the end of last quarter regarding an inventory buildup in the expectation of large sales once the machines were announced. JMHO.

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