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

To: Charles Tutt who wrote (44416)	8/9/2001 6:41:45 PM
From: John Carragher	Read Replies (1) \| Respond to of 64865

Sun Micro Down 5%: Hitachi Deal May Be Limited - Analyst Dow Jones Newswires By Amy Braunschweiger Of DOW JONES NEWSWIRES NEW YORK -- Qualms that Sun Microsystems Inc.'s (SUNW) alliance with Hitachi LTD. (HIT) may be more limited than originally thought pushed Sun's shares down 5% early Thursday. "The stock ran up quite a bit yesterday based on the Hitachi announcement, and while there was a great deal of positive news, they face challenges," said Gerard Klauer Mattison analyst David Bailey. "It (the deal) may be more limited than what people expected yesterday," he added. Under the deal, Sun, of Palo Alto, Calif., will distribute certain Hitachi storage products. The same products will also be sold by Hewlett-Packard Co. (HWP) and Hitachi, creating the potential for "channel conflict," Bailey said. Sun's shares closed up 1% Tuesday, after the deal was announced. Officials at Sun weren't available to comment. Shares of Sun recently traded at $16.40, down 85 cents, or 4.9%, on volume of 11.9 million shares. Average daily volume is 42.3 million shares. Sun's customers and sales people may see the deal with Hitachi as an interim solution because it's such a "dramatic change in strategy," Gerard Klauer's Bailey said. Bailey thinks Sun may continue to develop its own high-end product, which would de-emphasize its deal with Hitachi. However, this would be well into the future, he added. -By Amy Braunschweiger, Dow Jones Newswires; 201-938-2205; amy.braunschweiger@dowjones.com

To: Charles Tutt who wrote (44416)	8/9/2001 6:54:06 PM
From: David Howe	Read Replies (1) \| Respond to of 64865

<< Happily, antitrust case or not, they're less relevant every day. >> Less relevant? Is that because MSFT is winning so much of the server market that SUNW is just giving up? 'we give up. can't compete with msft so we will try something different like storage hardware'. MSFT is less relevant to SUNW only if SUNW is moving on to a different business, IMO. Dave

To: Charles Tutt who wrote (44416)	8/9/2001 7:20:41 PM
From: QwikSand	Respond to of 64865

I think you're secretly rooting for the Evil Empire, QS. <g> Trust me, I ain't rooting for them secretly or otherwise. If they win this (courtesy of a Supreme Court that will go down in history as having done more to undermine faith in the American judiciary than any other), it will be because a judge acted like a clown, not because of any innocence on MSFT's part. I don't like to quote myself (much), but in a post of a couple of years ago justifying why I was at that time holding MSFT shares, I said something like, 'The guy in the black hat usually owns the town and only loses in the movies.' --QS