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

To: Bill Fischofer who wrote (39394)	12/18/2000 8:55:18 AM
From: techtonicbull	Respond to of 64865

Dot.coms are not the largest part of SUNWs business. I would like to see the numbers of machines on the secondary market. Also, the weak dotcoms are weak because there are stronger dotcoms and brick & morters winning out. Certainly this is worrisome but I want to see numbers not conjecture. If the size of the enterprise pie increases, these old machines will not hurt sales of new equipment.

To: Bill Fischofer who wrote (39394)	12/18/2000 9:04:42 AM
From: Steve Lee	Read Replies (1) \| Respond to of 64865

"In a nutshell, the concern is that the collapse of so many marginal dotcom companies has left a glut of barely used SUNW equipment on the market which needs to be worked through." Reminds me of a comment I made here in April: To: JDN who wrote (30589) From: Steve Lee Wednesday, Apr 12, 2000 4:38 PM ET Reply #30590 of 39396 I do. Politicians are good at spending other people's money. Business is a little sharper. That's why MS OS's and web servers are far more popular in the business world than SUNW's overpriced and underperforming offerings. SUNW is overrepresented in Net startups, schools and government, where the buyers don't have a clue/aren't spending their own money. Message 13408626