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Technology Stocks : All About Sun Microsystems

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To: JC Jaros who wrote (18716)8/20/1999 10:21:00 PM
From: Michael F. Donadio   of 64865
 
JC,

Like you I have both SUNW and LSI in my portfolio. I like them both as well as TXN which I add to make a trio. I can even accept your 'brazen assertion'.

SUNW is truly illuminating the computing world and from my viewpoint leading it out of the cul-de-sac that MSFT led us into with its business model. I eventually expect that MSFT will realize how it is now in the dark and that its future growth is dependant upon joining along rather than fighting SUNW. Even the semiconductors, especially the DSP's, become SUNW allies as they glow in the myriad applications coming to light because of SUNW's new vision of distributed computing irradiated by the new lingua franca, JAVA.

All the best,
Michael
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