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Technology Stocks : All About Sun Microsystems
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To: John Mireley who wrote (15072)3/30/1999 11:05:00 AM
From: charliex  Read Replies (1) of 64865
 
John,

My email was stating only the given facts. It was not an attack on Sun. But since you have raised the point of them moving into the consumer end of the business, here are some facts you should be cognsicient of:

-MSFT is entering the same market (gorilla effect?)
-# of digital TVs in 2005 (IDC) 18MM

as a consumer, how much in licensing would you pay to use this. If it becomes prohibitively expensive, don't you think that someone else would come in and under cut them. The technology is not difficult to replicate.

I sincerely hope SUNW keeps on going up, but at this rate, we know that is not sustainable. IMO, I still think it will correct to the $100 level in the 2Q or 3Q
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