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Technology Stocks : All About Sun Microsystems

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To: Dale J. who wrote (13368)	1/13/1999 12:20:00 AM
From: Charles Tutt	Read Replies (2) of 64865

INTC may be headed for the enterprise market, but IMHO they'll be doing it with Sun's Solaris. As for hardware, Sun has competed with the X86 camp pretty much from the day they started the company, so competition is really nothing new to them. As I recall, Scott McNealy said (when asked about splits at the most recent shareholders' meeting) that the management and board normally begin considering a split any time the stock goes (and stays for some period of time) above 50. That's not to say they'll conclude one is appropriate -- just that one will be considered. I would rather prefer they not split the stock this time; the anticipation may (will probably) be better than the fact. Splits don't increase my % of the company one bit; I'm generally more excited about buybacks. I think INTC's earnings will restore confidence in tech stocks generally, SUNW included. The recent news items regarding improvements in Asia won't hurt, either. Sun's newly announced five nines systems and the Jini announcements are both significant IMHO. But that's JMHO.

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