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

To: JC Jaros who wrote (28783)	3/11/2000 2:26:00 PM
From: cfimx	Respond to of 64865

jc, why did the stock go down after the "pump fest" a couple of weeks ago for analysts? <g> Answer: No upside earnings surprise. jc, if suncom doesn't BEAT the number every time, its "goin' south." with John Belushi. That pump fest usually gets the stock in gear, remember?? <G> rd USED to be agnostic. then he started drinking your kool-aid. <G> u know what I did when you gave me the kool-aid cup? <g>

To: JC Jaros who wrote (28783)	3/11/2000 3:52:00 PM
From: Esvida	Read Replies (1) \| Respond to of 64865

I don't know whether the highend Unix from IBM today is in the same class as the E10K from Sun. Sun also has the E6K line, which is a bit smaller than the E10K, but still quite powerful - and then the line E4K, which is the work horse for many Sun shops. In my visits to 4 dot.com companies in the last month, only one is an IBM shop - the rest run on Sun and these shops have bought millions worth of Sun equipment in the last few months. I suspect that the IDC report did not compare servers of the same class. A few years ago the largest Unix box from IBM is the fat SP2 node which was configured to have 16 processors - similar to the E6K from Sun. If that's still true, it would be misleading to compare those to the E10K sales only.