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

To: JC Jaros who wrote (33658)7/19/2000 9:40:09 AM
From: JDN  Read Replies (4) | Respond to of 64865
 
HEY ALL: Listen to THIS!! Was just listening to a portion of the EMC Conf. Call. In it SUNW's name came up. Mike R. said, "Only SUNW and EMC are gaining market share in the storage business, at the expense of CPQ, IBM, and HP". We might have a nice surprise tomorrow. JDN



To: JC Jaros who wrote (33658)7/19/2000 1:51:58 PM
From: Tony Viola  Respond to of 64865
 
Actually, I backed off on that. IA64 will ramp slowly (another quarter slower as of yesterday's Intel CC). McKinley is the first real threat to Sun, and in 2002. Intel still has their hands full (and some sand going through the fingers, but less of it every day) with IA32. Wish I'd awakened to this a few Sun points ago. I know, never too late.

Tony


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