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

To: John Carragher who wrote (8079)	3/6/1998 6:19:00 PM
From: Charles Tutt	Read Replies (1) \| Respond to of 64865

If we knew that we'd know everything! I'm assuming we'll get pounded on Monday with everybody else, but you never know. I'd like to think at least part of CPQ's problems are the result of businesses delaying the purchase of PC's while they evaluate Sun's thin client ideas. JMHO.

To: John Carragher who wrote (8079)	3/6/1998 11:34:00 PM
From: cheryl williamson	Read Replies (1) \| Respond to of 64865

John, I don't know for sure. I do know that SUNW's revenues have almost nothing to do with what is happening in PC-land. My working theory about the unexpected announcements from INTC & CPQ is that they both are suffering from the same problem: lower and lower margins for ever-cheaper PC's and a glut of PC's on the market. You know, it just might be possible that Intel has saturated the home market domestically, and it just may not be growing much anymore. In business, I would like to think that some purchasing managers are looking at thin clients, Darwins, & sub-$1000 PC's for new purchases, but I can't say that I know that that is the case. cheers, cherylw