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


To: Jean M. Gauthier who wrote (32967)6/21/2000 12:53:00 PM
From: High-Tech East  Read Replies (1) | Respond to of 64865
 
... I know I'll get beaten up badly for posting this here ... but I'll do it anyhow ... it was posted on the Market Direction Discussion thread in SI by someone else ... although it is something I've been watching with interest for two weeks now ...

csf.colorado.edu

Ken Wilson



To: Jean M. Gauthier who wrote (32967)6/23/2000 9:12:00 AM
From: Dennis  Read Replies (1) | Respond to of 64865
 
I don't follow the chart on the others like I have been lately with SUNW....looks like we are stuck in the Bollinger Bands....IMHO.

Peace



To: Jean M. Gauthier who wrote (32967)6/23/2000 11:26:00 AM
From: THE WATSONYOUTH  Respond to of 64865
 
Re: "SUN, Cisco, EMC & JDSU , my biggest holdings are all getting wacked, the 2nd day in a row...especially EMC & Sun... Any ideas?"

Maybe, this?? Just where are all those UltrasparcIII systems you said you saw? Still MIA!

biz.yahoo.com

"IDC's Q1CY00 server market report shows IBM midrange UNIX market share at 24.6 percent compared with 21.4 percent for Sun Microsystems.IBM share of the midrange UNIX segment grew 50 percent year-to-year from 16.4 percent to 24.6 percent. Sun Microsystems UNIX midrange market share grew 2 percent from 21 percent to 21.4 percent. IDC defines midrange servers as systems costing between $100,000 and $1 million.

The IDC Q1CY00 report also underscores the immense popularity of the RS/6000 S80, the world's most powerful Web server. With 982 new S80's sold in 1Q00 versus 328 new Sun E10000's, IDC sales figures show the S80 continues to outsell Sun's flagship server by a
three-to-one margin.When the Q1CY00 numbers are added to the S80's already record-setting volumes, they reveal that in the six months following its introduction, IBM sold almost as many S80's as Sun has sold E10000's in that product's three year history(a)."

P.S. All the IBM hype in this article about Copper is pure B.S. In the .25um technology (these systems) generation, Copper BEOL has ZERO advantage over aluminum. However, at .18um and below, Copper BEOL will show increasing degrees of advantage.

THE WATSONYOUTH