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Technology Stocks : All About Sun Microsystems
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To: alydar who wrote (27060)2/1/2000 5:09:00 AM
From: JDN   of 64865
 
Dear blisenko: about to hit some potholes??? Nope, dont agree. Mike R. response would likely be this: Like John Paul Jones, I have JUST BEGUN to fight. haha. Remember, the recent acquisition? That will put them sqarely in the mid range market. Remember the recent software co. acquisition? That will speed up their INCREDIBLE growth in software. I know, the recent guidance SEEMS to indicate slower %age growth but if you adjust for the larger bases it hasnt slowed at all and if you consider the opportunity to implement some more efficiencies in DG acquis. and the added software %age I think we will all be very happy with profit growth.
As to MSFT, I have never heard of anyone doing ok if aligned with MSFT. Maybe this time it will be different. But, I got a feeling not as big a deal as I initially thought. Probably just some of the typical MSFT FUD. JDN
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