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Technology Stocks : All About Sun Microsystems

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To: David Howe who wrote (41200)	2/14/2001 4:55:12 PM
From: Charles Tutt	Read Replies (1) of 64865

Everybody is entitled to their opinion. However, I think there are signs you are wrong. As I understand it (and I've been wrong many times before) -- IBM declared the death of the PC a year or two ago. They invented the thing, so I think they deserve some credibility. Dell, Compaq, and Gateway all seem to be emphasizing areas of their business other than desktops, and they all, along with HP, have indicated a softening of the PC market. I think Sun's growth rate exceeds the growth rate of PC servers, which implies that Sun is taking server market share away from PC's, rather than the other way around. Microsoft seems to be losing a lot of executives. If things were great, I doubt that would be the case. BTW, I think studies have shown PC's have a higher TCO than the alternatives. Microsoft's ability to leverage the OS in the future will probably be limited by antitrust concerns. JMHO. Do your own research and form your own conclusions. Certainly not intended as investment advice. Charles Tutt (TM)

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