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Technology Stocks : All About Sun Microsystems

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To: The Ox who wrote (10167)6/19/1998 1:47:00 PM
From: cheryl williamson  Read Replies (1) of 64865
 
Michael,

Thank you for posting this article. The author comes as close to
explaining why Wall St. as abandoned SUNW as any I've read.
His candor is certainly refreshing.

I would like to expand on his ideas briefly: it's not just SUNW's
rejection of the Wintel cartel, but the entire PC cartel that had
put Wall St. on its hind legs. I like the Wall St. diplo-speak
terms like "herd mentality". HaHaHaHaHa!!!! "Herd mentality", in
this case is a code-word for "monopoly by an unregulated cartel
means lots of money for us". I'm convinced Wall St. would love
to see the PC industry turn into an unregulated utility from which
they could rake in the cash, while the public gets gouged & the
Feds scratch their heads trying to figure out what to do.

SUNW is clearly a fly in the ointment & the assholes who manage
porfolios don't like it that SUNW is competing against their
cash cow. Sub-$1000 PCs would never have existed had it not
been for SUNW's NC initiative. Traditional margins have been
cut in half or more. That has been cruel & unusual
punishment for everyone in the PC business from vendors to
peripheral drive makers, to chip makers, to software vendors.

Funny, though, that the author didn't mention Java & the future
of computing, except to mention that Unix isn't dead yet & will
be around for a while.
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