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Technology Stocks : All About Sun Microsystems

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To: 2brasil who wrote (8035)	3/5/1998 6:31:00 PM
From: cheryl williamson	Read Replies (3) of 64865

Bruce, Thanks for posting the PC Week article on NC's. I don't think we can expect much positive spin from their "unbiased" reports. The inside word I have is that the delay in releasing the Javastation was caused by performance problems. If SUNW has solved them, the NC will be a real comer. This thread has already seen many debates about the pro's & con's of the NC vs. PC's so I won't go into that here, but I do want to say that, regardless of how big the marketshare is that is captured by thin client technology, there is NO denying that it will force the prices of PC's lower than they have ever been. I think SUNW's announcement today was really portentous when you take into consideration INTC's recent announcement regarding this quarter's earnings. You know, PC companies can only go so low in price for their machines before their margins really start to suffer. That may be occurring already. INTC said they are preparing a "low-end" processor, for cheap PC's. They claim their shortfall in earnings is due to the transition over to this low-priced processor. I don't know if I believe that, but it's clear that the NC has their attention. cheers, cherylw

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