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Technology Stocks : All About Sun Microsystems

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To: im a survivor who wrote (41630)	2/26/2001 7:12:49 PM
From: sea_biscuit	of 64865

MSFT can be described as a "technology franchise". But it is not as strong a franchise as a Disney or a Gillette or a Coke or a Berkshire Hathaway in the sense that the likelihood it could be dethroned is considerably higher than that of DIS or G or KO or BRKA/B. I am not saying that MSFT is inferior to any of the above mentioned companies because it is very, very difficult to become a franchise in the ever-changing tech world. MSFT has done what almost no tech company could do in the last 2 or 3 decades or longer. SUNW could develop into a franchise too, and as it pulls ahead of the IBMs, the HWPs, the DELLS, and the CPQs of the world, it shows every promise of becoming a tech franchise. A few other tech companies that can attain franchise status are ORCL, and possibly SEBL and INTC. I would say that SEBL is the most interesting of the lot -- sort of a "dark horse" in the race. This does not mean that you can buy these stocks at any price. But it is just something to keep in mind as the tech industry consolidates going forward.

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