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Technology Stocks : All About Sun Microsystems

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To: Dale J. who wrote (13368)	1/13/1999 12:25:00 AM
From: David Evans	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 would expect the opposite. Even thought Intel is aiming for the enterprise market, they are still far short of it, with Xeon servers still only going at best 8 way. (I don't think they are even there yet, but I haven't checked lately, so don't demand my head on a plate if I'm wrong) I think the numbers from intel and seagate show good strength overall in the hardware area. The only thing that concerns me is in the short term since Sun reported so early on that they would only meet expectations. Long term, they are heading into all the right areas with storage, java/jini, telcom solutions etc. I am hoping to purchase more on any significant dips. Dave

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