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Technology Stocks : All About Sun Microsystems

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To: Holger Johannsen who wrote (5548)11/15/1997 9:06:00 AM
From: DownSouth  Read Replies (1) of 64865
 
Holger,
Your discussion is very compelling and reassuring for us techno heads.

There is one thing that bugs me about SUNW right now, and that is this holy war that is being waged with WINTEL. Sun has been fighting this war for years, starting at the desktop. They have pretty well lost the desktop battle, arguably. Certainly they have not won it and the prognosis is not good.

Now they are fighting for the server platform (UNIX vs NT) and the programming platform (Java versus Windows). Can they, in the 3-5 year term, survive this battle and maintain their growth and margin rates?

I have not formed an opinion about this, and I remain long on SUNW (and MSFT and INTC).

Whaddyathink?
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