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Technology Stocks : All About Sun Microsystems

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To: Babu Arunachalam who wrote (7536)2/4/1998 5:40:00 PM
From: E_K_S  Read Replies (1) of 64865
 
Hi Babu - Analyst Pooh-Poohs Netscape-Sun Takeover Rumors
(02/04/98; 4:15 p.m. EST)
(http://www.techweb.com/investor/story/INV19980204S0007)

From the article: "..."There has been a tremendous amount of market speculation about these guys," said Bill Burnham, senior research analyst at Piper Jaffray. "But I think it's more speculation than truth. A lot of this is people just spinning tales, although I don't think anybody would be surprised."

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You raise some very good points but it really comes down to the price Sun Microsystems would pay. Netscape has about 90 million shares outstanding. I would want Sun to pay little or no premium and the combination would have to be accretive going forward. I doubt this is possible. However if so, it would be a great fit and provide Sun an excellent opportunity to build the premiere JAVA virtual machine platform using the Netscape browser installed base.

I trust Sun's management decision what ever they decide.

EKS
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