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

To: Chris Anderson who wrote (8247)	3/11/1998 8:24:00 AM
From: Jean M. Gauthier	Read Replies (1) \| Respond to of 64865

My analysis of SUNW, and a bit of the Intel Connection: A very resilient company SUN, has been around for a while indeed. I predict that within 2-3 years they will abandon SPARC [costs, low support] and go fully MERCED and become even more profitable with their. Software Division incl Solaris, maybe Java.[No profits yet] Server and Workstations [shrinking] Division Possible setop consumer market. MERCED will be a boon to SUN I think, as all the $ spent in developping their proprietary chips will be redirected into other areas. there are no economies of scale to having an orphan chip. But SUN makes SPECTACULAR Servers, and good workstations, and like COMPAQ, that's where the real money is. Thin client, we'll see if it's ever more thatn 5% of the market. BUT everyone needs reliable, powerful and quality server platforms Take care Jean