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


To: The Ox who wrote (16206)5/7/1999 11:29:00 AM
From: Stormweaver  Respond to of 64865
 
Like I said SUNW has some upside for all depending on this recent sector rotation spin (herd like & inflation fears fueling it) and the Y2K drop-out effect. I see proprietary iron UNIX workstation market shrinking extensively as more powerful and cheaper PC's encroach. Also I see 2000/Linux encroaching on 4-8 way server sales of Sun. As for timelines I do not have them; my initial indicator will be drastic drops in workstation sales numbers (possible from HP first). Sun's still the UNIX lead in the high-end boxes but watch for stiff competition from IBM and CPQ this year; G6 + 64-WAY DEC boxes.