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

To: John Carragher who wrote (7486)	1/31/1998 10:39:00 AM
From: micromike	Respond to of 64865

Sun Details Storage Initiative techweb.cmp.com NT administrators searching for storage solutions will soon find products beaming at them from an unexpected source: Sun. Sun Microsystems this week gave notice that it intends to go after the multiplatform, open system storage market in a big way, unleashing an aggressive storage strategy aimed at transforming Sun into one of the top three storage suppliers by 2001. Prices start at $35,000 for the A5000 array, $89,000 for the A3000 and $286,000 for the A7000. A1000 pricing will be announced in March. --- Cha Ching

To: John Carragher who wrote (7486)	1/31/1998 11:28:00 AM
From: Resry	Respond to of 64865

Can you summarize article? you need to be amember to access. Thanks, Resry

To: John Carragher who wrote (7486)	1/31/1998 11:43:00 AM
From: High-Tech East	Read Replies (2) \| Respond to of 64865

<< Barron's not kind to Sun >> If "not kind to Sun" is an observation regarding the Barron's Roundtable '98 comments by Art Samberg, Chairman and CEO, Dawson-Samberg Capital Management (Barron's, 02/02/98) Samberg says, "Sun Microsystems has done a phenomenal job with Java, but the reality is that 45% of their revenues still come from workstations, and workstations are going to go bye-bye, if this fat-server-thin-client trend continues. So Sun Micro has a problem." Somebody, please correct me if I am wrong, but I believe the main SUNW strategy is to grow high-end server revenues through the thin-client and NTs while the traditional workstation market declines. Is this guy, Samberg, really a competant observer of the technology scene? I do not care what he or anyone says, because in the long run, which is 5 - 10 years for me, the only thing that influences stock prices is earnings, earnings, earnings. ADDI, PLEASE COMMENT. Thanks. Ken Wilson

To: John Carragher who wrote (7486)	1/31/1998 2:09:00 PM
From: uu	Read Replies (2) \| Respond to of 64865

> Barrons not kind to Sun hmmm.... arent these idiots the same people who made a god out of Sun only 3 weeks ago?!! The only other name that I can think of to call the con-artists (i.e. analysts) is psychopath! The con-artist who talks about Sun has absolutely no idea what this company does or what direction it is going despite the fact that he mentions the buzz words fat-server-thin-client concept! He says: Sun Microsystems has done a phenomenal job with Java, but the reality is that 45% of their revenues still come from workstations, and workstations are going to go bye-bye, if this fat-server-thin-client trend continues. So Sun Micro has a problem." The only reality in this statement is that this guy is an absolute idiot who is trying very hard to be con-artist. But the only problem is he has absolutely no brain (which is usually the first requirement to be a con-artist)! In a thin-client/server centric model servers and thin client machines make money. Workstations are not servers, or thin client machines! In fact in my opinion Workstation growth will diminish in the favor of thin machines (such as NCs, and/or perhaps fat but cheap client machines such sun $1000 PCs). But the server growth will triple or more. What this guy is saying is that Sun continues to be a UNIX Workstation only company and is similar to saying that Microsoft is a company with 80% of its revenue coming from its DOS operating system! I really would like to know how one can become an analyst and play with billion's of dollars of other people's money? Is being a con-artist all it takes? Regards, Addi Jamshidi P.S - The link you provided requires users to be registered, at the risk of imposing may I ask you to cut and past the article here to see what these psychopath con-artists trying to tell the poor small investors? Most appreciate that...