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Technology Stocks : JAVA - Does anyone have info on the new NC computer?
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To: Tony Viola who wrote (40)11/13/1996 7:14:00 PM
From: Jeng Chiu   of 524
 
Your analysis would make sense except for one thing: For most companies, it's the company's earnings that matter. For the last 4 quarters, SUNW has beaten earnings.

Are you saying that SUNW can't grow 25 % annually? You must be much smarter than Scott McNealey. Do you have inside information to the fianacials? Maybe you've been to Asia and checked out their increased market share.

If you're another one of those, INTC and MSFT is bigger= they'll win, don't waste my time. Give me substance.

To conclude that SUNW can't win, or that the Server market is mutully exclusive is faulty logic at its worst.

<<Sun Micro as a lone warrior against an army of
enemies, many of which are downright powerful>> I suppose IBM, Oracle, and Netscape are not endorsing the NC. I think its Microsoft that's worried.

If the NC flies, SUNW will be there.
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