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

To: Fletcher155 who wrote (8210)	3/10/1998 12:53:00 PM
From: gdichaz	Respond to of 64865

Pressure everywhere? Like where? Starfire? "Fat servers" ? That's where bulk of earnings come from. Thin client hardware coming up fast on the outside? No earnings yet but future? Java, ditto. Let's get real.

To: Fletcher155 who wrote (8210)	3/11/1998 2:39:00 AM
From: Chung Yang	Read Replies (1) \| Respond to of 64865

It is quite misleading to lump UNIX and NT workstations together since there are traditional UNIX markets which do not use NT based workstations. I won't be surprised if SUN's workstation shipment becomes higher this years than last. This is due to the fact that they are slaughtering HP and SGI on UNIX based machines. Let's not even talk about servers, where SUN sales are brisk and continue on a excellent growth rate. BTW, fresh off the rumourville. SUN's low end workstations the ultra 5s and 10s shipment might exceed their target for this current quarter by 25%. - Chung >>>> Couldn't agree more - managed to get out in the mid 40s (accidentally 'cause I need the dosh for another investment! - I'm not usually that lucky!). I'll keep an eye on it, but the success HP's having (cf recent NT/UNIX workstation marketshare increase via Dataquest Mar 9th) means Sun is seeing pressure everywhere. regards, Fletch <<<<