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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: cfimx who wrote (22989)	11/15/1999 2:51:00 PM
From: Thomas Mercer-Hursh	Respond to of 64865

You may be right that there will be a lot of used internet servers available one of these days, but I don't see that impacting the sales of new servers much. Think of what goes on in the PC world where there are zillions of PCs being replaced by newer models every year and yet a very phlegmatic market in used machines.

To: cfimx who wrote (22989)	11/15/1999 3:47:00 PM
From: Stormweaver	Read Replies (1) \| Respond to of 64865

The Internut Hangover: Iron Glut 2000. <-- that would make a nice title for a book ? ;) You could be right about a potential iron glut. IMO... Inet company revenues are largely offset by the loss of competing brick-and-mortar company revenues. Inet $ is more of a shift in commerce access rather than new wealth. The companies that have cost effective/reliable web interfaces will maintain or gain market share and be around for a while. Investor + Vulture Capital is overly plentiful creating too many startups that buy iron first, execute a real business plan second (or never in some cases). No doubt Barons, WSJ, or IBD will be doing an article on failure rates of said companies (probably early next year) which will slow down $ flow and perhaps increase the flow of used iron onto the market. That could be the pin that pops the market buble if Y2K or the FED doesn't do it first. All IMHO. Cheers James

To: cfimx who wrote (22989)	11/15/1999 6:45:00 PM
From: paul	Read Replies (1) \| Respond to of 64865

Gee Twister - your actually making some sense here - I see tons of startups writing checks to Sun for servers, software, consulting, etc after their first round of VC money. Sun is so synonomous with getting a commercial web site up and running that they dont think twice about spending several hundred thousands of dollars on infrastructure. The majority of them wont make money but you could hardly blame Sun as the provider of picks and shovels as you could the radio and tv stations who accept millions of dollars from .com's in ad revenue from those very same VC's. Now what's all this stuff i hear about you and Buffetology?