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

To: Steve Lee who wrote (27504)	2/9/2000 5:31:00 PM
From: QwikSand	Read Replies (2) \| Respond to of 64865

For those that have asked for a timescale on when SUNW will begin to suffer from Itanium competition, I say it will start losing market share this year. Ah, excellent. Now I have a new print-out to substitute on my cork board for Haim's "lets speak again in nine months" post that just got recycled. Now, we just have to wait for the January 2001 earnings announcements, when HWP and IBM get spanked for loss of server market share to SUNW, INTC gets spanked because of loss of low-end market share to AMD, margin pressure at the low end, and slippage in Itanic volume projections based on yield problems, bugs, poor performance, and lack of supporting operating software. SUNW, however, gently guides analysts to another 25-30% growth estimate after announcing record revenues, and profits which beat street estimates by one cent. --QS

To: Steve Lee who wrote (27504)	2/9/2000 11:49:00 PM
From: rudedog	Read Replies (1) \| Respond to of 64865

Steve - Intel processors have outperformed SPARC and have had higher clock rates for a long time - many years. None the less, SPARC continues to sell - so there must be some other reason folks buy those systems. That being the case, more of the same (faster cheaper processors) won't change the balance of power. Why would you buy a Sun machine in those circumstances? A good question - and there are years of data from which to mine the answer...