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Technology Stocks : All About Sun Microsystems

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To: JDN who wrote (10019)	6/3/1998 7:45:00 PM
From: Chung Yang	Read Replies (2) of 64865

Here some interesting tit-bit from the grapevine via some sources at SUN. That should gives some indication about the low end market if true. The Ultra-5/10s (the $3-10K machines) are running at manufacturing capacity. The demand is higher than production rate by about 40%/quarter. (40% of the order/quarter is backlogged) That looks to me that the market is responding to the SUN low-end UNIX workstations pretty well. - Chung >>>>> Dear Addi: Come on now, you can be a little more positive than that on SUNW. I actually think it will out perform the box makers like CPQ (and I own CPQ). My feeling is that they dont have to fight in the in the low priced market and wont JAVA benefit from expanding bandwidth? JDN <<<<

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