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Technology Stocks : All About Sun Microsystems

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To: Joe Fang who wrote (328)1/23/1997 1:19:00 AM
From: Fangbing Wu   of 64865
 
> Joe, Neither will the orange replace the apple.

I'm about getting tired hearing that SUNW is losing the low-end
to WinTel. Since when was SUNW in the low-end business?
As far as I can remember, SUNW, from its start, has been in
business providing high quality high powered work stations.
As technology advanced, what was high powered a few years back
become not so powerful because new machines become available
at about similar or lower prices. So SUNW kept rolling out more
and more powerful systems. One has to have numbers saying previous
SUNW users are switching to WinTel (and feeling happy about it) to
say that SUNW is losing the low-end market.

I'm more excited that SUNW is after the huge mainframe market,
competing with IBM. I believe this is where the big bucks are and
SUNW went after it because SUNW decided that they can get market
shares from IBM, HP and DEC.

The "street" might think that SUNW is losing the low-end market
and they won't invest in SUNW till they hear SUNW's strategies
on the low end market. This will keep SUNW's stock price from rising
fast, untill the profit of SUNW shows up, or untill some analyst
suddenly realize how much more SUNW is going to make.

fbw
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