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

To: Thomas Haegin who wrote (6551)	1/7/1998 12:55:00 PM
From: Alok Sinha	Read Replies (1) \| Respond to of 64865

I was watching CNBC when Sequent CEO was being interviewed this morning on the DEC deal. The CNBC anchor claimed complete ignorance about what UNIX was, which was confirmed by the nature of his questions. An interesting point made by the CEO was that DEC knew 64 bit architecture and Sequent was a leader in mainframes; hence the tie-up (which is just an agreement to work together) made sense. On a question whether this was going to be competitive with Windows NT, the CEO hedged and hawed (probably not wanting to scare the analysts who do not favorably regard anybody competing with MS) and finallt said that their goal is to develop mainframe operating systems using UNIX which was "NT friendly" (whatever that means). It was quite amusing, even for a semi-literate techo investor like me. Even though 70% of Sequent machines ship with Oracle, he does not see a slowdown in hardware sales - which again did not sound very convincing. Since the market was dropping fast at that point (and also due to his ignorance), the CNBC's anchor's mind did not seem to be focused in the interview, which ended very abruptly. As a SUNW shareholder, I doubt this agreement to work together means much in terms of long term impact on Sun's core business model. Regards Alok