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

To: Ben Antanaitis who wrote (9932)	5/25/1998 5:52:00 PM
From: dale r. bowden	Respond to of 64865

Anyone here down short................? Sees More Trouble In Asia (05/25/98; 11:59 a.m. EST) By Reuters Sun said Monday its business in Southeast Asia and India had been hurt by the region's financial woes and it expected growth to slow this year. "In 1998, I expect growth to be lower in local currencies," Lionel Lim, Sun's Asia South executive managing director, told Reuters. "If we are able to do 20 percent growth in local currencies, that would be a feat in 1998," he added. Lim said Sun's revenue in the region was already hit in 1997 when it registered sales growth of 40 percent in terms of Asian currencies or about 20 percent in U.S. dollars. This was poorer when compared with a traditional 40 percent to 50 percent growth in the U.S. currency. The region made only a small contribution to Sun's global revenues and therefore impact on a worldwide basis was minimal, he said. For the third quarter ended March 29, said Michael Lehman, the company's chief financial officer, lower revenues from Southeast Asia shaved 3.5 percentage points from overall revenue growth. About 2.5 percentage points were lost due to the stronger U.S. dollar, he said. Sun reported a modest rise in third-quarter earnings with net income of $232 million against $197 million a year ago, excluding a one-time gain. South Korea, Japan and Southeast Asia together accounted for about 12 to 15 percent of its global revenues, Lehman said. On his outlook for the company's South Asia region, covering Southeast Asia and India, Lim said: "Indonesia will continue to be the most difficult market for the next six months." Singapore would continue to lead the region and India was also a strong market. He said that, so far, Sun had not been affected by the U.S. imposition of sanctions on India after its nuclear tests. Sun has marketing and support operations and a center for software developers working on its Java technology in India. Lim said he expected an upturn in Thailand in the second half of this year and business to pick up in the Philippines once it got through the elections period. Malaysia had some bright spots in selective industries and its high-tech zone, called the Multimedia Super Corridor. On Sun's lawsuit against Microsoft over a contractual agreement for the use of Sun's Java language in its Windows 98 operating system, Lim said it did not matter if Sun won the case. Sun's Java programming language is an ideal tool for network devices which tap networks for power and information, Lim said. This is a concept championed by Sun, Oracle and IBM. He sees network devices based on Java, which would include future cellular phones, outnumbering desktop devices like personal computers and present day desktop-based network computers in three to five years' time.

To: Ben Antanaitis who wrote (9932)	5/25/1998 7:06:00 PM
From: E_K_S	Read Replies (1) \| Respond to of 64865

To Thread: Here are some interesting links from the WIND thread (Wind River Systems). WIND products focus on embedded systems. They are bias to INTEL and MSFT (ie. WINTEL) type hardware and OS and therefore may show some overall negative comments to SUNW. It is another view point that the SUNW investor should be aware of. www3.techstocks.com www3.techstocks.com www3.techstocks.com www3.techstocks.com www3.techstocks.com www3.techstocks.com www3.techstocks.com (Complete index by subject of SI WIND posts flash.net ====================================================================== Summary: As a bullish SUNW investor, it is always helpful to read other opinions about our company. Wind River Systems provides embedded system products and is the leader in their industry. It appears that their business plan includes the INTEL/WINTEL OS platform and excludes SUNW. Sunw's embedded JAVA OS may meld the Intel/WIND products together but it is still not clear how this is accomplished. Sunw's biggest opportunity going forward is their contract with TCI to develop the Set Top Cable Box. This box will use a WIND product if an INTEL chip is used. It will be interesting how this eventually gets resolved in the overall design of the cable Set Top Box. EKS

To: Ben Antanaitis who wrote (9932)	5/26/1998 12:22:00 AM
From: Gottfried	Respond to of 64865

Ben, I have noticed no slowness this weekend. As you may remember, I had a slowness problem a couple of months ago. Since only SI was affected, I blamed SI - wrongly. Turned out a subsidiary of Uunet was at fault, as determined by running a ping program. My ISP claimed to be unable to help and Uunet gave me only boiler plate statements. Eventually, days later, the problem went away. GM

To: Ben Antanaitis who wrote (9932)	5/26/1998 12:43:00 PM
From: micromike	Read Replies (3) \| Respond to of 64865

OFF TOPIC The only way to test this is to run PING or Tracerte utilities and have them point at talk.techstocks.com or whatever IP address or URL you are using to access SI. Ping will only report total IP-level connectivity. It gives the total time it takes the packets to go thru the network and the server then back again. How do you break down the time it takes in the server from the network? Tracert checks the health of the routers. The only way that you could measure the network speed is if you could ping the gateway before the server and also ping the server. Then you could subtract server time from gateway time to figure out the server performance. I don't know of any command that does this or if this is a valid test. JMHO Mike