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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Yaacov who wrote (50368)	10/1/2000 9:17:47 PM
From: John F. Dowd	Respond to of 74651

Yaacov: Saw the article as it was posted either on this board or the INTC board. Fall is beautiful over here. Met a guy from IBM last night who said that 2 of SUNW's ES100o's most critical boards are made at IBM Endicott facility and they are presently component limited. They are barely able to supply the current demand and will not be able to increase deliveries. Isn't it ironic that IBM who is getting killed by SUNW in this space is supplying Sun with the boards? The guy said that this deal always gets finalized at the top. He said further that SUNW has hired so many new people that they are running into each other. He further said that the guy he interfaces with at SUNW says that their Gross MArgins on the ES1000 are about 60% ( unbelievable for a box co.). It is obvious why SUNW was at the van of the DOJ suit vs. MSFT. These good times are threatened by Wintel solution. Regards. This market is killing me. John