From here on (and perhaps after a brief profit taking), SUNW will be a
high flyer just like MSFT started being about 4 years ago. The difference
SUNW has with MSFT and INTC, is the fact that SUNW is monopolizing the
market through openness, and Wintel's has been through proprietary
notions. Just like I said once before similar to Communism VS. Capitalism
with Communism being Wintel, and Capitalism being SUNW!
As for Microsoft, I think in my opinion, they will soon realize that
as a software company, like I have said it in the past, they have
become a subsidiary of Sun Microsystems (similar to Sun's other
subsudiary SunSoft)! Perhaps that is why they are shifting their
attention to monoplizing the thin client architecture model
via becoming heavily involved in media and other means of
telecommunications (the rumor is still they are planning to buy CBS).
Microsoft will continue to make money but it will not be through
making the software, but rather building on the concept of how
software can be used on thin client machines. As for Intel,
they continue to enjoy a nice profit margin for a few more months
before companies such as Cyrix and AMD end to its monopoly of the
market. It is evolution process at its best and it is happening right
in front of our eyes: The diminishment of Wintel by Sun Microsystems
and its partners! It will be truly fascinating to see how the 2
big giants of the past decade come to see the end of their empire
by the year 2000 (or at least diminished drastically) IF they
are not quick enough to expand their business models. Microsoft is
doing it (and perhaps soon it should be called MediaSoft), and Intel
will (I think) soon be doing it through heavily getting into the
networking arena.
Sun Microsystems is truly perhaps the wounder of the late 20th century
next to HP, GE, Xerox and IBM.
I find it amazing that analysts at Prudentials with SUNW at $46/shr
are saying what we all have been saying since SUNW of $22/shr: The
one single best investment idea!
Regards,
Addi Jamshidi |
