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

To: Beachbumm who wrote (8171)	3/9/1998 8:27:00 PM
From: KM	Respond to of 64865

Beachie: <<I will be shaking every quarter out of the sofas that I can if SUNW hits low 30s.>> Me too. Missed it last time at 32. That's why I'm here.

To: Beachbumm who wrote (8171)	3/9/1998 8:35:00 PM
From: Brian Malloy	Read Replies (2) \| Respond to of 64865

It's not that anyone thinks SUNW doesn't have great products, I think they do. It's just the further Wall Street looks down the road, the more difficult things look for SUNW maintaining its current profit margins, and for that matter its competive position. CPQ, DELL, HP, MSFT and INTC have their crosshairs on the sweet spot of SUNW product line. Like it or not, when NT first came out and the Pentium line was just starting in '92, they posed no real threat and McNealy laughed and the analysts and CIO's took a wait and see attitude. Today, six years later in '98 I think it fair to say that attitudes at least among analysts and CIO is changing. One can draw their own conclusions for the next six years - as MERCED, updated NT software, backoffice, and such continue to improve and further narrow SUNW's lead. It's not all about a state of being, one must also factor in the state of becoming. Regards, Brian

To: Beachbumm who wrote (8171)	3/9/1998 8:35:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 64865

Agree. Not only does the "street" miss the point of "fat" server where Sun is in the catbird seat, but also the impact from Sun's new "workstation" and thin client hardware Javastation Network Computer which are both just getting underway. Both major new opportunities. HP beware ! Sun has both the "fat" server - its cash cow - and the upcoming "thin" end - then there is Java with smartcards, etc. So the Wall Street crowd bomb the winner against the suffering boxmakers (Dell, CPQ, et al) who are the losers in the fat server / thin client trend. As are Intel and Microsoft BTW. The "wise" ain't. Chaz (All in my flawed opinion only of course)