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

To: E_K_S who wrote (6558)	1/7/1998 8:15:00 PM
From: E_K_S	Read Replies (2) \| Respond to of 64865

Sun Plans An Ambitious 1998 (From Electronic News: January 5, 1998 Issue ) Outlook 1998--Workstations Unix To Battle Windows NT "...With its recent agreement to port its Solaris operating system to Intel's Merced, Sun reinforced its intention not to support NT. Looking at 1998, Sun plans new, faster systems and high-performance graphics extending the range of its multiprocessing capabilities on the desktop. Over the coming year, Sun plans to enter a whole range of new markets, especially on the high-end. Its new applications will focus on digital content creation, high-end imaging, simulation and modeling, computer-aided engineering and analysis, oil and gas (geosciences), CASE (Computer Aided Software Engineering), database and database front end, simulation, financial markets, MCAD (Mechanical Computer Aided Design) and EDA (Electronic Design Automation). This month, Sun will introduce an UltraSparc workstation priced at less than $5,000. The current $5,000 workstation uses Sparc technology..." ====================================================================== Good article regarding the outlook for the Industry during 1998. (http://www.sumnet.com/enews/outlook98/workstation.html) EKS

To: E_K_S who wrote (6558)	1/8/1998 4:02:00 AM
From: Thomas Haegin	Respond to of 64865

SEG announcement - negative implications for SUNW? Eric, I think you post an interesting idea. However, has SEG experienced a revenue shortfall "only" because of severe price pressures or a shortfall in unit volume also? Just asking, because I cannot remember right now the exact wording of the SEG PR-text. If unit volume was about OK, shouldn't be a biggie for SUNW then, IMO. Greetings, Thomas P.S. Just went checking the SEG statement again: They say: "...due to continued pricing pressure and weakness in demand for its disc drives, it will not meet...", which means unit volume must be down too. However, how much volume less does it need to bring SEG in the red? And how much of these unsold units would have been sold to SUNW? Hopefully only little... Guess I just want to avoid to admit that SUNW may have a problem too <g>.