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Technology Stocks : All About Sun Microsystems

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To: Alok Sinha who wrote (9080)	4/15/1998 10:47:00 PM
From: uu	Read Replies (1) of 64865

Alok: You state: > How can something be a fair value and a bargain at the same time ? My apology, I should have just said bargain and left out the fair value part. Yes, at $37.75 SUNW will be a bargain and not neccessarily fairly valued. However at this time only I believe at $42-$46/shr SUNW is fairly valued, of course IMHO. You state: > For Java to deliver on its potential, performace is only one* of may attributes that it will be judged on.* But believe me Alok, performance is the most important factor upon which Java will be judged in the information super highway era. At this time Java to information super highway is what electric cars are to highways! The concept is very nice and will someday be practical, however it is not practical in the real world yet. You state: > What may further accelerate the acceptance of Java is cheap memory and higher transmission speeds . I agree, and no one in his right mind (IMHO) would try to argue against that. However what I am saying is that unfortunately the real world is not yet ready for Java based application due to their limitations. And because of this SUNW will be going into a stagnation period of 4-6 months until dramatic changes that are being made to the technology are completed. Companies such as Oracle will continue to go 100% behind Java and base their entire development approach on Java (as they have already) but their Java based developed applications will not be as acceptable as their traditional native applications until the underlying Java technology is improved. As a technical person I totally 100% agree with what Oracles of the world are doing, however as an investor I have come to believe that the new technology will not generate any significant revenue until all improvements in that technology are in place. Sun's thin client/server centric computing model via Java has been accepted and will result in impressive growth for Sun, however this growth will continue to be ignored and viewed as somewhat skeptical and temporary since investors do not feel the model will become an established de facto for the industry due to the current temporary limitations that exist with Java (i.e. what I call investor's wrong perception of SUNW). Regards, Addi Jamshidi

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