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Technology Stocks : All About Sun Microsystems

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To: jeff armstrong who wrote (12519)	12/11/1998 5:12:00 PM
From: Angela B.	of 64865

Yes Folks Morgan Stanley does feel SUNW has a $104. price target.. *Sun Microsystems (SUNW-73SB,target $104.) Kraemer hosted a Dinner with Dr. Alan Baratz, vice president of SUNW's Java Software Division. Whereas Cisco Systems sold the Routers, or the railroad ties of the Networking Gold Rush. Kraemer thinks SUNW's goal should be to sell the railroad cars (the servers and middleware software) that carry networked applications and services to the next technology gold rush. The new, more open licensing agreement is a step in the right direction to placate IBM, Hewlett Packard, and other major vendors who remain concerned about "too much Sun in Java." Kraemer listed nine key executables for SUNW's Internet/software strategy, the most important of which are as follows: 1) executing with the sales force 2) not competing with the application vendors that drive a lot of SUNW's momentum. 3) leveraging Solaris with bake-offs and the intergration of Java. His break-up analysis shows fair value of $109-113. The value and upside are still there, and Kraemer maintains his strong Buy rating....

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