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Technology Stocks : All About Sun Microsystems

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To: Senthil Sankarappan who wrote (415)	1/30/1997 10:37:00 PM
From: Carmine Cammarosano	of 64865

Senthil, you have to read between the lines...IBD said "last year, 725,000 NT servers shipped, vs. 602,000 UNIX machines, " for 1996. They said nothing about $$. Remember, several companies make UNIX machines and SUNW does not sell just servers but sells everything needed for networking...it turns out that SUNW is gaining on the other companies that make UNIX machines...In additions SUNW is in the high-end server market with great profit margins. Lastly, the whole market for servers is increasing therefore there is room for more than one winner! SUNW has been in the server market longer than anyone.

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