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Technology Stocks : How high will Microsoft fly?
MSFT 492.01+1.3%Nov 28 9:30 AM EST
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To: Stormweaver who wrote (25485)7/5/1999 11:04:00 AM
From: Bill Fischofer   of 74651
 
SUNW's vulnerabilities are well known

However, those who insist on viewing the computing world as a zero-sum game will continue to be frustrated whether they are in the anti-MSFT or the anti-SUNW camp. Thanks to the net, the market is growing fast enough to provide a profitable niche for SUNW even as they face erosion from Wintel below and pressure from IBM above. By the time the pincers closes, I expect SUNW to be bought out (ala NSCP) and hence the risk/reward for anything other than a tactical short on the inevitable dips is simply not there.

My point about Solaris on Merced was not to make the case for a new SUNW revenue stream but rather to point out the groundwork for why INTC might acquire SUNW. INTC would very much like to lessen its dependence on MSFT even as it continues to reap the rewards of that partnership. SUNW knows in its heart that once IA-64 kicks into volume production there is no way SPARC will be able to compete with it because nobody can touch INTC when it comes to process technology and high-volume yield management, so it is hedging its bet.

Expect the unexpected when it comes to the future. The battle for succession to the datacenter crown in the post-390 era will make for some strange bedfellows.
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