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

To: Steve Lee who wrote (27396)	2/8/2000 1:12:00 PM
From: Charles Tutt	Read Replies (1) \| Respond to of 64865

Do you have any particular INTC newswires in mind? I looked at Yahoo! and didn't really see anything I thought was significant.

To: Steve Lee who wrote (27396)	2/8/2000 1:26:00 PM
From: QwikSand	Read Replies (2) \| Respond to of 64865

Steve: I'd be interested in hearing your projected timetable wrt/ how the Giant Intel's move into Sun's market space will negatively affect Sun's revenue growth. Within the past week or so I made the guesstimate here that no 16-way Itanic box will run a heavy-duty transaction benchmark (e.g., TPC) with decent results, decent scalability, and 72 hours without crashing until October 2001. I was corrected, and called an "incurable optimist" (first time anyone's ever called me that!) by Dr. Rude Dog, who is more technically sophisticated about hardware than most of us, less of a SUN partisan than I am, and believes that event will not take place before Summer of 2002. The hot, slow, late and buggy Itanic chips that Intel is "proudly" displaying to industry forums (when was the last time Intel or anyone else sheepishly displayed one of their products?) can have no signficant impact on Sunw's market share for 2 years, during which interval it's somewhat unlikely that SUNW will be standing still. I guess I have a hard time understanding your position other than from a day-trader's point of view. Regards, --QwikSand

To: Steve Lee who wrote (27396)	2/8/2000 1:55:00 PM
From: JDN	Read Replies (1) \| Respond to of 64865

Dear Steve Lee: I own some INTC stock and peruse the INTC thread everyday. The feeling I got from the "experts" on that thread was that the INTC product would not necessarily be any threat to SUNW Solaris for some time. Yes, the processor speed will be faster but the Solaris scales better and other technical stuff that I am not qualified to comment on. Suggest you review the INTC thread carefully to find what I am talking about. Regarding the meeting, I read somewhere that SUNW wasnt presenting till Wednesday, tomorrow which might be why noone has heard anything. After listening to the recent CC I seriously doubt they will have anything other than good news to discuss. I do agree with you though that LATELY at least SUNW stock price has been pretty sticky in this area and you likely will not have much upside concern if you short for awhile, but were I you, I would at least wait until Wednesday afternoon as a safety precaution. JDN