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Technology Stocks : All About Sun Microsystems

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To: uu who wrote (5353)	11/5/1997 9:17:00 PM
From: gordon	Read Replies (3) of 64865

Addi, Watch out your MSFT shares, Java has been so quickly to become a awesome powerful, productive and complete computing environment, most people still don't know the the developers don't have to need MSFT anymore, it will probably be more clear while the java profermance's problem is sloved. The lotus's eSuite is a clear example that the almighty MSFT begin to show their vulnerability. The original messages I got are Kona(eSuite) was priced at $159, the fact is eSuite will only sell $49 per seat, I have never seen IBM has been so aggressive for years, the office suite has been the biggest cash cow of MSFT(their flesh and blood) and counts about 60% overall of their profits(above 80% corp. office suite market and 50% retail market), it is scary to think MSFT is forced to low the office suite price(right now retail price is around $495) or lose the market shares. It is good thing that their moving away from just a software tools provider to a direction of media and telecommunication control ,but is that worth you paying $127 for a share of MSFT? the good thing for MSFT is we will not see eSuite untill next year. Cheers Gordon Shen

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