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To: craig crawford who wrote (4288)	12/19/2000 10:09:42 PM
From: craig crawford	Respond to of 57684

"The network computer powerhouse also denied that inventory is piling up in its sales channel beyond established levels or that new high-end machines based on its UltraSparc III chip, would be slow to market--both areas of recent concern for analysts and investors." "The amount of inventory in the distribution chain also had not increased beyond historical or preferred levels, he said" "He also denied that discounts to some of the best customers had risen to as much as 30 percent. ``We have not seen any shift in discounting in the last 60-90 days,'' he said." Sun's high-end UltraSparc III servers, rumored to be facing possible delays because of strong demand and production problems, would ship in volume within six months, he said. ``I cannot fulfill the demand,'' he said. ``That is where the rumor is coming from...Over the next six months I will also have our high-end servers shipping." Toni Sacconaghi, an analyst at Sanford Bernstein who last week questioned Sun's ability to continue growing sales at 60 percent, said his own checks showed strong demand for Sun -- for now. ``We heard from the reseller channel that demand was fine, and I think this quarter for Sun will be fine,'' he said. ``But the thinking is that it will not be as strong next year.''

To: craig crawford who wrote (4288)	12/19/2000 10:22:58 PM
From: Mark Fowler	Read Replies (1) \| Respond to of 57684

You're too bearish man...not unlike how wildly bullish you were at the top.<< I love this... Pick your spot jump in anytime you feel like Craig. ;)