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

To: Lynn who wrote (34402)	8/15/2000 4:12:37 PM
From: Jean M. Gauthier	Respond to of 64865

Hi Lynn, A post I just made in the DELL thread... Enjoy, I hope... But will SUN's call today, and S. Milenovitch from Merrill's blurb this afternoon, I might have a while yet before it tanks...IF EVER (SUNW) I am a nervous holder of ALL my stocks, as anyone should be.. Any holder of 3COM, Corel, WordPerfect, Novell, Lucent, P&G and others will understand what I mean. For now, based on my work at Andersen consulting, SUN & EMC are in the sweet spot, and the INDUSTRY is GOING their way, which they happen to be already.. Luck, definitively, but hey, life is not fair. I have been tasked with preparing a RFI today for 10-15000 "thin-clint/SFF" devices for wholesale desktop replacement in the next 3 years. They will take out that amount in complex, "fat" technology PC's , and replace them with these devices.. And , the original order I talked about, 2x E10K's with an EMC storage Array is going through NOW... Am I wrong in saying that in the past they would have bought hundreds of NT servers and thousands of "fat" client PC's, a la Dell.. This is the FUTURE and everwhere I see, companies are GOING AWAY from that model. Am I wrong ? Take care Jean