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


To: James Lough who wrote (26937)1/29/2000 3:26:00 PM
From: Charles Tutt  Respond to of 64865
 
It's a beautiful sunny day in Austin, too.

SUNW is down about $13, or 15%, from its intraday all time high. I suppose that could qualify as "beat up."



To: James Lough who wrote (26937)1/29/2000 5:49:00 PM
From: Charles Tutt  Read Replies (1) | Respond to of 64865
 
Interestingly (to me, at least), Compaq seems to say they see the shift to thin-client computing that Dell denied seeing a few days ago:

dailynews.yahoo.com

"However, consumer PCs, which saw rapid growth in 1999 are likely to decelerate in 2000, Capellas said, growing between 12 and 17 percent."

...

"Rick Schutte, a financial analyst with Goldman Sachs, ... said he found particularly convincing the company's argument that the Internet market was shifting to Compaq's broad mix of powerful transaction-handling computers, Web servers and Internet access devices."

JMHO.