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Technology Stocks : Digital Equipment Corp. (DEC) -- Ignore unavailable to you. Want to Upgrade?

To: Mike V. who wrote (2669)	1/7/1998 1:05:00 AM
From: Rob Young	Respond to of 3276

IMO DEC looks like a new version of Unisys; current stock price of Unisys is 14 5/16. Why not DEC? No. You got that wrong... Digital is another Wang: Message 2985460 Why not? Because Unisys lost its way long ago. Digital is battered but not gone. There is an ebb and flow in this industry on the hardware side. Historically it can be traced. HP has been somewhat immune SO FAR as has the newcomer Sun Microsystems. Sun is about to ebb... not this go round though as I think robust server sales may carry them through this earnings. However sometime before the leaves turn, the collapse of the Sun workstation will become quite evident. Intel with Pentium II matches Sun on integer and announced a 333 MHz part today. Sun is attempting to counter with their low-cost PCI based box to be introd on January 15. Problem is that at $5000, it isn't low-cost. Ultra III is too far out to offer any desktop hope as NT with Pentium II dooms them cost wise and Alpha/NT dooms them performance wise while matching or bettering them on cost on the desktop. Short Sun but not now (my opinion only, no evidence for such an assertion). Now with Digital... I would be very cautious shorting them. I have been eyeballing them lately and they have been steadily sneaking up, couldn't that be some covering as whispers are breathed? Rob