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Technology Stocks : All About Sun Microsystems

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To: Jeng Chiu who wrote (3390)	7/26/1997 1:34:00 PM
From: uu	of 64865

It is interesting that just when analysts and vast majority of investors (despite the fact that in my humble opinion they still do not understand or do not want to understand the new thin client computing model) have started talking about the great growth Sun will have, they have started talking about slowdown in Microsoft's grwoth (something we all have been saying for the past 3 months or so). See biz.yahoo.com I believe these sort of sentiments toward Microsoft will continue to grow. As this negative sentiment grows the shift in market psychology will also change. No longer a bad earnings report from Microsoft will cause the entire tech sector to be punished! In fact the psychology is shifting toward Sun, and all server makers and the networking companies because of the new server centric computing model. However, again in my opinion only, if MSFT gets beaten down by 30-40% from its current levels of around $138-$140/shr starting the next quarterly earnings report (and even perhaps before then), they may become attractive for bargain hunting. Because I believe in the new server centric model and from the indications Microsoft has shown, they will dramatically be shifting their business model toward media and telecommunications (or what I think of as the highways on which the thin client will be travelling on). If the past is any indication of future, I believe Microsoft will be successful to shift its business startegy once again to take advantage of whatever others (in this case Sun) have defined to be the computing model. Controlling the highways will be a huge money machine generator for Microsoft for years to come, and one which an investor can have great returns on his/her investment in the MSFT shares. But not till the current air comes out of the MSFT at least 30% from its current levels. Meanwhile, because of Sun, practically all server makers will enjoy a healthy and wealthy growth for years to come. And may we all continue to enjoy the warmth and light of Sun! Regards, Addi Jamshidi

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