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

To: paul who wrote (24650)	12/12/1999 8:32:00 PM
From: cfimx	Read Replies (3) \| Respond to of 64865

like me, gartner is predicting a coming bust in e-commerce.75% of the .com's coming public right now, and the MAJORITY of exds customers will NEVER live up to their rosy scenarios that the vc-commisioned consultants say they will. that mean they are investing in infrastructure for a future that won't materialize anytime soon. that spells over capacity, and is bad news for the infractructure crowd. Besides exds is already in an INTENSELY competitive business with little barrier to entry. Intel's already there.