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

To: Charles Tutt who wrote (11721)	11/17/1998 2:14:00 PM
From: Sonki	Read Replies (4) \| Respond to of 64865

why is sunw up again?

To: Charles Tutt who wrote (11721)	11/17/1998 3:12:00 PM
From: JC Jaros	Respond to of 64865

Taking a peek at the DELL earnings when they came out, I thought it was notable that their (top line) 'server' business expressed as a percentage of sales, grew from only 11% to only 14%. Clearly they're not making quite the splash in that space as planned. It's notable also how many DELL ads are on TV recently, pitching their servers directly to non-CIOs. Although SUNW doesn't break out sales numbers similarly, I get the impression that DELL is feeling heat from SUNW (Darwins), as the Sun low-end is doing much more than just 'holding the line' against the PC high-end. JCJ