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Technology Stocks : All About Sun Microsystems
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To: Stormweaver who wrote (15684)4/26/1999 7:58:00 AM
From: Jacob S. Rosenberg  Read Replies (2) of 64865
 
Yes, the UNIX consolidation will help Sun for a while and so will
mainframe shops switching to Suns. There is an interesting mixed
picture. Sun is trying hard to get stodgy old financial shops to
switch to their workstations, but these organizations are very
conservative by their nature and I might add prominently, LOW
SKILL LEVEL. Consequently, they are a perfect setup for IBM
to retain them; even in the sense of selling them IBM RS-6000
workstations. Therefore, I have to agree with your assessment
of a bear coming later on. But that's later on. Not for about
a year or more. That's why Sun's stock price will improve over
the next 6 months.
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