Future earnings for JAVA Message Board

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Technology Stocks : Future earnings for JAVA

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To: Peter Shaw who wrote (524)	11/13/1996 9:53:00 AM
From: Peter Shaw	of 918

All: Seems like the street hates the price cuts on Sun's highest margin products. The price of increased competition can be fierce when a company decides to take decisive pricing action. Question is, how much savings have been generated by lower component prices and the economies of scale referred to in yesterday's release? My hunch is, margins will not be hurt as much as this selloff suggests. Uncertainty sucks, doesn't it? I guess the bears will come out of the woodwork now... Cheers, Peter Shaw

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