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Technology Stocks : All About Sun Microsystems

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To: alydar who wrote (26435)1/19/2000 5:18:00 PM
From: Michael F. Donadio   of 64865
 
Blisenko,
I agree with you. Scott was not just joking when he said at the last conference call "Short Microsoft". People underestimate the truthfulness of his statements because he seems so anti-MSFT and comical. In fact he knows what he is talking about.

Some of course will buy into W2K because that is the path they have always taken and change is frightening, especially when someone will jump on you for a mistake. W2K, however, is hype, and as George Gilder has estimated there are about 200000 bugs that will be its nemesis. There are now choices, and MSFT which was never the best OS but one which had achieved dominance because,heck, that's MSFT's forte, is now surrounded by alternatives that are more stable, cheaper, and comes as a paradigm shift to ASP and thin clients takes root. MSFT will prosper as an ASP which is where its strength lies but for which its margins will be nowhere as large.

Time to reappraise MSFT.

JMHO,
Michael
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