Conference nyoss1::market_investing

    And for what its worth, most of the major brokerage houses have put
    them in their BUY list today (as per reuters).

  Seems like SUN is joining the ranks of other members of the species
  "Closedmindedsaurus", DEC, IBM, HP, etc...in having their eyes wide open
  and not seeing the erosion of desktops and minis by faster and faster PC's.

  PC's are getting faster everyday, margins are shrinking fast, MicroSoft
  is about to do big number on the UNIX heavyweights with NT (while they are
  battling each other in court, wouldn't even know who shot the arrows on all
  their backs), *YOU JUST CAN"T DO IT ALL*.

  The days of the "superstore" when you can get your hardware, OS and all
  applications in one place is long gone. They are all done most
  efficiently in small outfits that have to do it that way for the sake
  of survival.

  If SUN is really serious about mutating itself into smaller pieces, it has
  a chance. Otherwise, I see it headed the same way as its elder brothers
  and sisters.

  Nari
 

I disagree that the "superstore" concept is dead.  It just ain't the monolythic
computer vendor.  I regularly shop at CompUSA to buy hardware, software, and
supplies.  This is a store, part of a chain, that is the size of a large
supermarket that has or can order anything I need for my personal computing
needs.

We, Digital, try to do the same thing three different way . . .
	1-800-Digital
	1-800-PC-By-DEC
	1-800-Software

Perhaps there are lessons here...

BobW

    Personally, I think it's great to see another global computer company
    join the ranks of Apple, Compaq, and others that made money last
    quarter (and see the price of SUNW stock zoom past DEC's).  It really
    makes Jack ("worldwide economy") Smith's excuses for DEC earnings look
    like the horse manure that it is and makes the upper management debacle
    at DEC much more visible.
    .02 kb (with financial interest in neither DEC nor SUNW). 

  Re.3 

  But Bob, CompUSA is just a store that stocks stuff from various vendors.
  They don't *MAKE* all the stuff they sell. For my PC, if I want a spreadsheet
  I buy Lotus, If I want a database management system I buy it from Borland
  and for a wordprocessing system I buy Microsoft Word. I don't buy it all
  from one store like DEC, IBM or SUN. They all specialize in different
  applications. For the hardware I might look at zillion vendors,

  This is in stark contrast to the situation when customers watched with
  open mouths when the "Data Processing Gods" descended on them from the
  superstores to give them a solution and name a price that had zeroes
  added or deleted from them depending upon which other Gods are trying to
  make a sale.

  This is not the age when folks like IBM can sell you a card punch machine,
  the cards that go with it, the programs on paper tape, get leases for hardware
  maintenance and charge money for every question that the customer may have.
  
  If SUN thinks that just talking disparagingly about MicroSoft would 
  somehow convince customers not to go with NT, they're dreaming. They're 
  in the same boat now that DEC was about 5 years ago, extremely 
  complacent about the push from customers for "Open Systems" and missing
  the boat on UNIX. Isn't that the reason for SUN?

  Nari

I see Sun has bought the back page of today's WSJ to trumpet their
forthcoming announcement on November 10th (where have I heard that
date before).  Headlines in big letters say "What sound does a sacred
cow make when dying?"  I've read it in the trade press, but I forget
how many mips their new machine will have, 500 or something like
that, I think.  They say "Sun has really only one computer to offer
you" ... "in notebooks all the way up to supercomputers."  And "all
these different machines run on one single operating environment."
And later in bigger letters, "November 10th -- mark the date!"  HP is
making a big announcement that day, too.
[posted by Notes-News gateway]

As with all Clarinet stuff, this shouldn't be forwarded out of DEC.

-----
From: [email protected] (UPI)
Newsgroups: clari.tw.computers,clari.biz.products,clari.local.sfbay
Subject: Sun Microsystems expands lead in workstations
Date: 5 Jan 93 21:34:24 GMT

        MOUNTAIN VIEW, Calif. (UPI) -- Sun Microsystems Inc. expanded its
dominance of the lucrative workstation market with a 31.6-percent share
in 1992 compared to 29.9 percent in 1991, a survey released Tuesday
showed.
        The announcement by industry tracking service Dataquest Inc. helped
boost Sun Microsystems stock, which rose .75 to close at .375 a
share in active over-the-counter trading.
        Dataquest reported that the overall market for workstations -- used by
engineers and others who need significantly more computing power than
offered by personal computers -- increased by 4.2 percent to  billion
last year, following a 14.5 percent gain in 1991.
        Dataquest said slowing in revenue growth was due to a market shift
toward lower-priced systems and the poor Japanese economy.
        We are seeing a definite change in the workstation market pricing
trend,'' said Lisa Thorell, director of Dataquest's client/server
systems research.
        Thorell said 1992 was the first year in which each of the five top
workstation vendors offered workstations powered by reduced-instruction
set computing, or RISC, chips for less than ,000.
        Thorell also said more than 60 percent of the third-quarter shipments
of the top six workstation vendors were of systems with average selling
prices less than ,000.
        American companies continued to dominate the workstation market in
1992. Sun Microsystems' 1992 revenues was .9 billion, followed by
Hewlett-Packard Co.'s .8 billion for a 19.8 percent share. IBM
followed with .7 billion for an 18.4 percent share.
        Digital Equipment Corp. posted a decline in revenue, from  billion
to  million in 1992, while Silicon Graphics' revenue grew an
impressive 34 percent to about  million.
        Sun began to market its line of Sparcstation models last year,
billing them as the world's fastest desktop workstations. Analysts say
the line, which is twice as fast as previous machines offered by Sun,
has helped fill in a gap at the high end of Sun's desktop computer line.
        Sun, of Mountain View, Calif., previously reported earnings of .8
million, or 5 cents a share, for its first quarter ended Sept. 25, down
82 percent from the year-ago quarter and cited the high costs of costs
of developing new products as the reason for the decline. Revenues were
a record .9 million, up more than 13 percent from .9 million in
the year-ago quarter.
[posted by Notes-News gateway]

Re .7

A pretty worthless article, since all the amounts were deleted or left
truncated, leaving unsupported verbiage without the connecting data.
I don't blame Clarinet for not wanting it forwarded. <g>

    Any news on SUNW ?  It shot up by +5.6875 

    All my tech stocks rose several percent today, due to bargain hunters,
    I assume.
    

>     All my tech stocks rose several percent today, due to bargain hunters,
>     I assume.

	Even DEC was up 5% today!