SI
SI
discoversearch

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 : All About Sun Microsystems
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Charles Tutt who wrote (8124)3/9/1998 12:00:00 PM
From: gdichaz  Read Replies (1) of 64865
 
Joke of course is that Dell's and CPQ's probs are due in part to boxmakers obvious position on wrong side of trend (as is Intel) to thin client / fat server. Sun is on right side. So what does mkt do, bid up boxmakers (and MSFT) and push down Sun. If ever there was an example of how the Wall Street crowd have minimal understanding and smarts - this is it. It also provides a classical buying opportunity for the likes of Sun, IBM, for fat server and hardware NCs and perhaps for Citrix which seems to be major thin client software supplier (although think Applix is a sleeper) All in my probably very flawed view. Disclaimers, etc. Chaz
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News