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Technology Stocks : All About Sun Microsystems
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To: fuzzymath who wrote (34570)8/20/2000 5:45:39 AM
From: JDN  Read Replies (1) of 64865
 
Dear Kevin: thanks for the article, I was unaware of it (blissfully I might add). I presume you have read QS's post and related article on IBM.
I have read many articles over the years at the Economist and frankly do not come away impressed. To me they borderline on Barrons mentality (not a compliment in my book). They write to get READ not necessarily to indicate FACTS. They are akin to someone hollering FIRE in a theater (which is illegal in this country by the way). As to SUNW having powerful enemies---WHATS NEW ABOUT THAT. I doubt there is anyone on the PLANET that doesnt know of Scotts rivalry with MSFT (Gates). Can you guess who is WINNING??
As to a threat from INTC, look I am an INTC shareholder but EVEN I feel that INTC has had so much trouble trying to get that new processor out and it is so delayed now that it will be obsolete if and when it EVER comes to market. Lets just sit back and see what the USPIII has to offer. Based upon the "hints" Scott gave us at the last CC I think its safe to say the WORLD is going to be AMAZED!!
You know in past years I have been an IBM fan but I will be honest with you. It appears to me that through their threats and rants and raves as to how they are going to swallow SUNW and swallow EMC they seem to be screams of desperation. Its really very sad to me that such a once proud company has had to resort to such actions. JDN

PS: As to HP, they are not even worthy of discussion, about all they got left is a "set of legs" and that aint gonna cut it in the server or storage market!!
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