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Technology Stocks : All About Sun Microsystems

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To: johnd who wrote (27193)	2/4/2000 11:36:00 AM
From: David Kelly	Read Replies (1) of 64865

IBM is behind and in danger of being closed out of the hardware business. A year ago not many could have predicted IBM's exit from the PC business. What's next the server business? MS themselves admit that W2K will not sell into the business market for at least a year. It will take that long to get SP 1-3 out. Besides the performance data reported by ZD net was wrong and it doesn't perform as well as NT4. The jury is still way, way out. MSFT needs to be taken over by ATT just like AOL needed Time-Warner. Same situation lots of cash about to become no longer relevant. Office software and operating systems have become free. How is that for risk? US3 represents the break away product for SUN. Of course there are risks with the introduction of a new processor line. Do you think the computing geniuses at SUN will ship something with half the cache working or the FDIV bug? Sun's vision is transforming the world and MSFT...? Aren't they being investigated for antitrust violations? david

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