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Technology Stocks : All About Sun Microsystems

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To: Reginald Middleton who wrote (19246)9/3/1999 12:57:00 PM
From: Michael L. Voorhees  Read Replies (2) of 64865
 
Some more vaporware. MSFT continues to talk about this while they are simultaneously developing. Security, NOT, MSFT appears to have the poorest security model of all the players. Security breaches appear to be appearing from MSFT at accelerating frequency.

Regardless, if they implement the client/server office they will be cannibalizing 40% of their earnings. They're screwed. Their business model is too reliant on essentually a single applications earnings. Would you choose to cannibalize such?
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