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

To: Brian Sullivan who wrote (41011)	2/6/2001 2:45:04 PM
From: QwikSand	Respond to of 64865

Sun's new server, by the way, is not expected to ship now till October, official statements to the contrary. If this is true then SUNW could easily sit right where it is for 12-18 months barring another tech bubble, which ain't going to happen. It clouds the growth picture in a big way. Could be smoke considering the source, but it wouldn't surprise me much. In that same g2news is a pretty nasty take on SunONE, too. Worth reading, not too jolly, probably pretty accurate. This thread is in hibernation. Likely to stay that way for a while. Sun is just not giving people much good to talk about. --QS

To: Brian Sullivan who wrote (41011)	2/6/2001 4:20:19 PM
From: cheryl williamson	Read Replies (2) \| Respond to of 64865

This sounds like an editorial in a newspaper, not a qualitative/quantitative analysis of USIII technology. Words like "junk" don't carry much analytical weight. Futhermore this is 3rd hand data from a questionable source (CNET). My information is directly from inside the laboratory (not the Sun PR department). USIII workstations are already on the market and performance is a-ok. Beta results on servers are really good. Even if their yields at TI are low (no one can even verify that that is true), that doesn't negate the effectiveness of USIII's in servers, it just means that TI has to improve their manufacturing. So what. You think that no one ever has manufacturing problems??? You think that if there's a problem somewhere that it can't be fixed??? You must not be in the computer business. There are too many chicken little's on this thread lately.