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To: kapkan4u who wrote (134608)	5/10/2001 9:51:24 PM
From: Road Walker	Respond to of 186894

Kap, A logical conclusion from the two contradictory statements would be that one of the companies is losing market share. John

To: kapkan4u who wrote (134608)	5/10/2001 9:56:24 PM
From: Elmer	Read Replies (3) \| Respond to of 186894

At a press conference on Wednesday, McNealy joked: "People are claiming that they're seeing the bottom. I don't know where they're getting that data. They certainly didn't see the cliff, so how in the world can they see the bottom?" They saw the cliff after they passed it didn't they? Can't the same be said of the bottom? Perhaps SUN is still losing market share and they don't realize Intel is the one who is gaining it. EP

To: kapkan4u who wrote (134608)	5/11/2001 1:32:53 PM
From: Brian Sullivan	Read Replies (1) \| Respond to of 186894

At a press conference on Wednesday, McNealy joked: "People are claiming that they're seeing the bottom. I don't know where they're getting that data. They certainly didn't see the cliff, so how in the world can they see the bottom?" Maybe because the Intel gang has seen the bottom, while the SUNW gang is still falling down. If you've looked at the recent SPEC numbers for the Intel P4 and the pathetic SPEC number for the UltraSparc3 maybe you understand why Sun's sales might continue to tumble for quite a bit longer than Intel. Last I heard SUNW couldn't even get very good yields on the UltraSparc3 from TI and we shopping around for a new suppier in Taiwan.