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Technology Stocks : All About Sun Microsystems
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To: Eugene Goodman who wrote (9471)5/2/1998 11:33:00 PM
From: micromike  Read Replies (2) of 64865
 
Gene, it appears you don't understand technology companies. You can throw out all this analysis stuff if you think that the technology is going to gain market share which generate EPS.

You know how a telephone works you pick up the device and call the person you want. Very simple no. Have you every picked up the phone and it didn't work? If you kept trying to use the phone and it didn't work how long would you stay with that phone company? If that was the only company that supplied the service obviously you can't change phone companies. I call this a monopoly.

Now lets look into the future. There is this thing called a Network Computer. These devices rely on the server and the network to run. Now lets say you are a customer running this device. Once a week you can't use it. How would you feel about the service. What happens if you find another company that can deliver better service. I don't know about you but I would change service providers.

For discussion purposes lets say the system that crashes a lot is using MS NT. The system that is very reliable is a Sun system.

Now lets step back to present day so we can figure out why Sun isn't a cheerleader for MS. Lets look back on how a OS called Windows has a 85% to 90% market share in PC's considering it has to be one of the worst OS for this day and age. I always thought the best product should win market share. Maybe MS has a monopoly and uses predatory practices to gain these numbers considering their product isn't superior to the others. If this is the case then Sun has a problem with MS since it has superior technology but will not win market share against a company like MS and EPS will not grow.

Also MS is trying to fragment Java which is the software that will make the NC work.

JMHO
Mike
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