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

To: QwikSand who wrote (26836)	1/26/2000 6:44:00 PM
From: Charles Tutt	Respond to of 64865

I think one of the shortcomings of the JIT business model may have just raised its head. The "Y2K" rationale is probably just a convenient scapegoat to avoid admitting that the world is changing. JMHO.

To: QwikSand who wrote (26836)	1/26/2000 6:48:00 PM
From: cheryl williamson	Read Replies (3) \| Respond to of 64865

Yeah, just what we've been saying since 1996. PC margins are shot in the head by thin client technology. PC bigots didn't want to listen to us back then, though, did they???? Same story with CPQ & IBM: revenues up but profits down. Thank goodness McNealy stuck to his guns, right guys??? Hey, where's Jim Kelley???? Hey, rudedog, where are you???? We need some more postings from our contrarians so SUNW can start moving up again. SUNW is looking better and better every day, maybe we'll get some refugee money from DELL,IBM, & CPQ investors looking for safety. Check out the DELL thread, those guys are seriously upset.... cheers, cherylw

To: QwikSand who wrote (26836)	1/26/2000 7:10:00 PM
From: David Kelly	Read Replies (1) \| Respond to of 64865

>Is there an interpreter in the house? Yes, I am here.<g> What they are trying to say is that Intel has really @#&%#$ up the product line with the problems in RMBS technology and they didn't produce enough of the stuff that really works. I am trying to purchase a PIII 600 non-'e' for this machine and am seriously worried that despite a charge for $360 appearing on my Visa the other day that there will be no processor shipped. Intel has canceled all PIII orders to be shipped in February except to a few partners. In an attempt to out pace AMD, Intel has managed to shoot everyone in both feet it would appear. Plus all the other factors we here in Sun land know all about. Death of the PC, cost of ownership, growth in non- PC connectivity, failure of the WinTel monopoly to really "get it." david