<off topic>
TideGlider,
I never speculated in MSFT, but this might be overvalued as well, so buying puts could be warranted. I will yet have to read the Barron's article, but frankly, the general concept of NC's replacing PC's is something I just don't buy.
Whereas Java really has good promising strenghts in the area of platform independence, which could in turn deal a slight blow to MSFT, those NC advocates seem to be misguiding the true values of the JAVA product. Pure Java on PCs, fine. Java on TV's fine for general audience which may be PC-wary. NC's instead of PC's ? Never. This GUI/connectivity souped up mainfraime model just appears to be another loser, right in line with OS/2. Remember, this is about control also. PC's and the network (LAN/WAN) historically helped the management of all layers to apply pressure on internal IS departments regarding IS buerocracy, complacency and so on. I don't think that the historic evolution patterns of an industry created from $0 from INTC/X86 clones/MSFT will suddenly change, just because Scott Mc Neily has decided so.
Summing up, SUNW might be a small threat to MSFT but not to the successful X86 maker community (INTC,AMD,NSM/CYRX). Anyway, just my opinion.
regards,
CROSSY |
