Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: High-Tech East who wrote (42302)	3/23/2001 7:28:05 PM
From: cheryl williamson	Respond to of 64865

Hi Ken, Correct about what? The stock price has dropped? His predicted delays of USIII's on big servers??? I get tired of hearing this kind of bs bandied about. His own "BIG COMPLAINT" about USIII's being late by 2 years is a perfect example. Even by IBM's own bloated calculations they have benefitted by $150m from S80 sales because of USIII delays. Whoopdie Doo, that's 3% of Sun's quarterly sales over a 2-year period. As for the future: you guys keep talking like the world is coming to an end. Ken, the market for servers & storage didn't just evaporate because AG screwed up wrt interest rates. The basic technology equation is unchanged from a year ago. Sun has marketshare, IBM is a tough competitor, HWP is in the tank, CPQ hasn't left the starting gate yet, and DELL can forget about it. This is strictly Coke vs. Pepsi for a 95% untapped market. Get real guys, can't you read??? The big money has yet to be made.