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Technology Stocks : All About Sun Microsystems

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To: Dale J. who wrote (13368)1/13/1999 12:23:00 AM
From: QwikSand  Read Replies (1) of 64865
 
Do you think INTC blowout earnings will cause investors to be concerned about SUNW? You do know INTC is headed for the enterprise market?

I can't speak for Addi, but I will presume to give my own answer to your question.

My observation has not so much to do with market conditions as it does with the sophomoric rhetorical tricks that you like to play.

For example, the above quote from your last message. Fact: Intel had blowout earnings. Fact: Intel is "headed for" the enterprise market. Non-fact: Intel's blowout earnings had something to do with the enterprise market. (The truth is that Intel owes its blowout to an explosion of cheap PC's). Put all three together and investors should be concerned about SUNW...if they were all facts.

But see, Dale, the stool falls over, because one of the legs isn't really there. If you want to confuse clueless people, try the Yahoo board.

The real component of Intel's enterprise program today is a software simulation of a nonexistent chip. It'll be that way for two years. But hey, how 'bout that Pentium III? If you thought Heretic and Tomb Raider rocked out on a Pentium II, wait till you see how many different angles the Katmai New Instructions can light up a monster from! Intel will clean up with that baby. "Johnny, what are you doing in there?"

Did you see the current Business Week?

Actually though, I am concerned about SUNW's biggest problem in the enterprise. It's called keeping up with demand.

Regards,
--QwikSand
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