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

To: bob who wrote (11096)	9/17/1998 4:09:00 PM
From: QwikSand	Respond to of 64865

Folks: Crummy day for the market though this is, here is a small bit of better news: the Street establishment officially recognizing a little piece of reality. This is an excerpt from a story on the wires today: NEW YORK -(Dow Jones)- Merrill Lynch & Co.'s technology analysts issued a report Thursday that forecasts an eventual move away from the personal computer as the industry's focal point. The report, which summarized a larger document being sent to clients, lists 11 technology trends and 22 stocks that should benefit from them. The firm said it sees a shift in the industry away from personal computers as the driver of computer-hardware growth. In semiconductors, there will be a move from PC-centric chips toward those that power communications devices, according to the report. ( ... ) Further, according to the report, the next hardware category will be appliances, "representing a shift from general-purpose to specialized computing." Network Appliance Inc. (NTAP) and Sun Microsystems Inc. (SUNW) are two companies that will benefit here, according to the report.... The piece goes on to list other stocks that ML believes may benefit from emerging trends. The great part is not that this report contains anything new, but that it indicates the Street's glacial movement toward understanding the paradigm shift in computing is actually happening, even if you can't always see it. With my brain, I want to say "Well, Duh!". With my wallet, I want to say, "Well, Yay!". Regards, --QwikSand