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Technology Stocks : All About Sun Microsystems
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To: uu who wrote (5306)11/2/1997 1:00:00 PM
From: Sonki  Read Replies (1) of 64865
 
addi, & sankar.

both sunw and orcl have pulled back quite a bit and i was thinking
sw business maybe more prediciatble then hw.

would like your opinion on new money .. would u add to orcl or sunw?

I already have wintelco and orcl + sunw.

BTW: i agree w. Sankar, Sunw has preception problem on the street/

sunw MUST earn it's living where as other stocks are being paid based
on their future earning.

do you think Scott would go for NT on his workstations and compete w.
all the others who offer NT? It would seem that if Scott goes for NT msft will not have a mission to kill sunw at any cost.

i understand he is providing a unique solution w. unix but how many years can sunw continue to build cpu, os, box and the whole thing?
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