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Technology Stocks : How high will Microsoft fly?
MSFT 483.03+0.5%Dec 5 9:30 AM EST
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To: cheryl williamson who wrote (8343)6/8/1998 3:02:00 PM
From: mozek   of 74651
 
Thanks Cheryl.

In your posted Sun press release from mid last year, Sun evidently seems to have had a temporary reprieve in their loss of TPM-C benchmarks & price/performance. Unfortunately, they've been left way behind again over the past year (more than 2-1 in price/performance).

That's good information for Microsoft, Compaq, HP, and DELL shareholders. I hope for Sun's sake that they can fend off the relentless attack to their high margin server business before they find themselves living with the kind of margins that other manufacturers (DELL, HP, Compaq) do very well with :-) If Sun can't preserve their high margins on the low relative volume they sell, it could spell trouble.

I guess the real winners in this game are corporate customers who get to benefit from the better price/performance and improved scalability and robustness in NT as this mainstream system becomes increasingly competitive with Solaris. Maybe the fact that Solaris is finally getting some real competition from Microsoft NT has something to do with the witchhunt against Mr. Softy? Sun & Netscape have proven themselves to be consummate politicians, eh? Jim and Scotty were all but falling over themselves to exchange pleasantries with Orin Hatch the last time I saw them together. If only Bill were half as politically savvy.

Thanks,
Mike

P.S. I hope you don't take any of my posts personally. The ribbing is all in fun. I do learn from these exchanges, and would not have looked up all of the information I have recently were it not for you. Thanks.
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