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Technology Stocks : All About Sun Microsystems

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To: cfimx who wrote (20942)10/10/1999 3:34:00 PM
From: JC Jaros  Read Replies (1) of 64865
 
Hey nobody said that M$ wasn't good at investing. That's a start though toward breaking out the M$ server number. If 20% is investment income and 40% is Office income, then 40% is Windows/IIs and Flight Simulator? How much is *just Windows?

You're the one with the naked king, twister. There's a lot of wealth there indeed. How that becomes the basis for an investment, is a concept I'm lost to. Where's the franchise? 'Investors' is their franchise? Where's the product? Commodity desktop software is their product?

bricks and mortar: msft, the naked $20 billion in sales msft, spent all of $583 million for new plant and equipment. sun.com, on the other hand spent over $739 million on "real assets." Strange for a company with a little over half the annual revenues of msft, to be spending more on buildings
and factories and the like.


And your point is??

Doesn't msft, the WORLD"S MOST VALUABLE COMPANY, know it is not even "in the story?. That UNIX has "always been" the story?

Well, MSFT *used to have a story. Their story was "better than Unix" (any day now). Their current story, I don't know. Is it the 'investment' thing? Is it MSN and morphing to new media? It must be. Philips has dropped WinCE. Is it M$ branded network appliances? What *is it? What's their story? What's the plan for post PC franchise?

glad to be a "naturalist..."

That's "naturist".

-JCJ
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