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

To: antitrades who wrote (11170)	9/26/1998 11:28:00 PM
From: JC Jaros	Respond to of 64865

For sure. Merced delay/NT delay/Crapware and Y2k are additional plusses to SUNW revenue now and forward more than a few reporting periods. We should hear a lot about that in glowing forward statements on the conference playback. The story I think that the street can best grasp is the solid high-end hardware sales/growth in the midst (finally) of an apparent PC paradigm plateau. On top of all that, there is actual innovation going on at Sun, and a world that's spinning faster than the screwdriver/box companies with their manufacturing efficiencies and Crapware (MSFT) with their marketing 'efficiencies' will be able to keep up with in the enterprise net-centric market. JC