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Technology Stocks : JAVA - Does anyone have info on the new NC computer?

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To: Ellison Ting who wrote (209)11/25/1996 2:37:00 PM
From: cheryl williamson   of 524
 
Ellison,

Thank you for the intelligent posting.

I agree with what you say about the NC. I see it as a re-engineered
X-terminal. Sun has worked long & hard at getting a high-quality,
net-bootable intelligent terminal in place. It will save time &
money in every corporate computing environment. All your points
are well taken and will be studied closely by MIS purchasing
managers over the next few quarters.

I can't figure out why Sun's stock is so undervalued at this point.
The PC industry is nervous. Maybe it's a "Comdex Effect".

I'll tell you something. I was around for the PC wars back in 1980
when a fledgling company called Microsoft introduced a new, cheaper
computer operating system for the office. IBM was nervous about the
new, small machine that seemed to have so much computing power.
They treated it with utter contempt & begrudingly marketed it, hoping
it wouldn't eat into 3270 terminal sales. I can see the same thing
coming out of Wintel today.

dennisw
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