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Technology Stocks : All About Sun Microsystems

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To: gdichaz who wrote (8552)	3/25/1998 9:38:00 PM
From: Scotsman	Read Replies (2) of 64865

I think the basic problem with Sun is that there are several unknown factors involved which are basically keeping the analysts from supporting the stock. Some of these factors are: Sun is sueing MSFT, and probably HP. Wall street generally doesn't like these as the outcome is unknown. Remember the suit involving Apple vs MSFT over Windows? When the courts ruled that MSFT had the right to basically copy Apple, that was the death knell for Apple and the launching pad for MSFT. The same principle applies here. Java is still an unknown quantity. It looks good, but will it be ruled exclusively Sun's? MSFT is a juggernaut with loads of money. They can slowly take the market over just by stalling Sun and using their size to force their will on the consumer, as they have before. Not many would have the courage to bet against MSFT MSFT is one of the largest holdings of all mutual funds. Since there is a herd instinct on Wall Street, this fact will support MSFT over Sun. In the short term, ie over the next 2 years Sun should do well with the server market, but the real question will be Java. So we will see.

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