SUN microsystems: 7/18/96 quarterly report - BIG! Message Board

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Technology Stocks : SUN microsystems: 7/18/96 quarterly report - BIG!

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To: cfimx who wrote (332)	9/17/1996 10:07:00 PM
From: Allen L. Axelson	of 386

Twister: MFST and SUNW started out in two different market places. I'm sure you know all this already, but... SUNW started out trying to take away market from DEC (and others on the desktop and mid range) and has moved up the chain to push against mainframes. In general, they did a fairly good job. MSFT didn't bother Scott to start with. But, once Bill moved from providing his MS/DOS to providing true environments (either office type or development type) - Scott saw the handwritting on the wall. Now, the handwritting does not spell the death of SUNW - just the limits to which it can grow. I don't think Scott likes limits given to him. Anyway, both companies will live (and live well) in the future. Actually, I think that it is because both are there that both will do well. Bill and Scott keep each other focused. It's kinda like my grandma told me. If there is only one lawer in town, he/she will go broke. Bring in the second lawer and they will both get rich! al

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