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Technology Stocks : All About Sun Microsystems

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To: Charles Tutt who wrote (14961)	3/28/1999 9:25:00 PM
From: Dale J.	Read Replies (2) of 64865

Charles Re: SUNW's stock price was severely depressed by a mistaken belief, aided by lots of FUD/PR, that Wintel would turn Sun into toast; the stock is now just catching up, as the ludicrous nature of that belief is becoming clear. I'm not sure it's ludicrous. I don't think SUNW will be toast, but I believe WinTel will stifle their growth. SUNW will dominate the high end, but INTC will go after the < $100,000 range in the next few years. Intel talk about its intent at an analyst meeting a couple months ago: thestreet.com Excerpt from the article:...Still, the message out of Intel's two-day press briefing was, Forget the Mac hype; the techno-future belongs to Intel. On the low end, the company will crush Advanced Micro Devices (AMD:NYSE), on the high end it will crush Sun Microsystems (SUNW:Nasdaq). Apple Computer (AAPL:Nasdaq) was barely worth mentioning. ... Miner suggested that it is just a matter of time before Sun Microsystems will put Intel chips in its servers and workstations in place of its own UltraSparc chip, because customers will demand to move from Sun's proprietary technology to the all-pervasive Intel architecture.

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