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Technology Stocks : All About Sun Microsystems

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To: uu who wrote (11520)	11/1/1998 8:09:00 PM
From: Michael F. Donadio	of 64865

Addi, nice to see you back in the sunshine. Both LSI and Sun rising. I just read an article that reminded me of one of your predictions concerning Sun and Microsoft. It went something like both Microsoft and Sun would make money, but Microsoft would in effect become a subsidiary of Sun. This announcement by Cisco kind of reminded me of this: zdnet.com Cisco, Novell lead Microsoft in directory services race By Scott Berinato, PC Week Online October 26, 1998 9:00 AM ET Solaris is making inroads as a key platform for directory services, thanks to several new developments that will bring broad directory support to the Unix operating system. Cisco Systems Inc. is developing a Solaris version of Microsoft Corp.'s Active Directory that, ironically, could beat Microsoft's own release of the directory out the door. Cisco could ship as early as February its CNS/AD (Cisco Networking Services for Active Directory), sources close to the company said. Cisco has exclusive rights to Active Directory code for developing the technology on Solaris. Addi, do you think it is time for the PE of Sun to go into the thirty range? All the best, Michael

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