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

To: E_K_S who wrote (6481)	1/3/1998 4:42:00 PM
From: Sonki	Read Replies (2) \| Respond to of 64865

Eric, unfortunatley Barron sees the SUN Light now, nteresting article on SunW - talks about SUNW relationship with INTC in enterprise computing ( 55% of 120 B on software spent worldwide) and SUN's resilience against onslaught of MSFT. etc.- Look for a target of 60 for SUNW by end of 1998. interactive.wsj.com. Do you think it is too late for me & my friends to make new investnment in this rising star?

To: E_K_S who wrote (6481)	1/7/1998 12:58:00 AM
From: E_K_S	Respond to of 64865

From the December 22, 1997 Issue of Electronic News: (http://www.sumnet.com/enews/index.html) "...IS IA-64 INEVITABLE?--The recent agreements between Intel and a variety of RISC microprocessor and systems vendors, including Digital Equipment and Sun Microsystems (see related story, page 6), have led to speculation on the future of the RISC architecture. David Scott, director of Hewlett-Packard's HP-UX software marketing, commented: "That is one of the most interesting sagas in high-tech history. In 1994, when HP made that announcement that we were going to develop a joint processor with Intel, most of the world looked at us like we were crazy. I will make a prediction that the economics of chip design and fabrication are such that it will be inevitable that the whole world will follow us to IA-64 architecture because of the massive volumes that Intel can provide," Mr. Scott said. Meanwhile... HECK, NO, RISC IS ALIVE AND WELL!--Jeff O'Neal, group marketing manager for Sun's Performance Products group, responded to speculation that the RISC camp is in retreat as Intel signs agreement after agreement with RISC microprocessor and system vendors, saying: "If you look at DEC as an example, they just didn't have the volume to support Alpha. We've got the volume. If I read the reports right, Intel bought the fab and will be making Alpha. So you look at SGI. They weren't able to make enough volume to get the job done, either, and so they went over to the Wintel architecture. Their business models were different. We can afford at Sun to continue to build the best processors for the enterprise," Mr. O'Neal asserted. EN asked Mr. O'Neal if, under auspices of the Intel-Sun agreement signed last week, Sun might one day use Merced MPUs in its systems. "No, it's not possible. You will never see that," he responded. To borrow the title of an old James Bond movie, never say never... " ====================================================================== Insider Stock Changes WASHINGTON--Insider stock transactions of electronics company officials, as filed with the Securities and Exchange Commission, showed these changes in holdings: Sun Microsystems-- Malin Kenneth Oshman, director, exercised an option for 35,000 shares of common between $6.16 and $8.22 each on Nov. 13, 1997 and now directly and indirectly holds 505,400 common. Scott G. McNealy, chairman, exercised an option for 300,000 shares of common at $4.19 each from Nov. 13 to Nov. 18, 1997 and sold them between $31.40 and $35.63 each from Nov. 13 to Nov. 18, 1997 and now directly holds 6,876,828 common. (Source: CDA/Investnet). ====================================================================== Dell recently announced their new Small Business Server which will compete with Sun's new "Darwin" machine. The price point for the WindowsNT Dell machine is about the same as the "Darwin" package. Sun should work with Dell so that a customer can purchase the equivalent "pre-tested" version of Solaris OS and similar Sun Server package. Perhaps even the option to upgrade the box with one of those Sun Sparc PCI add-on cards. From the December 22, 1997 Issue of Electronic News Data Topics Dell Offers Server For Small Business Dell Computer released its PowerEdge 2200, a server package for small businesses. The server comes factory installed and pre-tested with Windows NT Server 4.0, making Microsoft BackOffice Small Business Server (SBS) installation and configuration easier for the customer. The PowerEdge 2200 starts at $4,479. It supports up to two Pentium II processors and 512 megabytes of memory. It also comes with a starter kit and a 30-day support package. EKS