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Technology Stocks : All About Sun Microsystems

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To: Lynn who wrote (11612)	11/9/1998 11:56:00 PM
From: Andy M.	Read Replies (1) of 64865

Lynn, That news bothered me a little bit too. What's interesting is that a few months ago that type of article about Java fracturing would have really shaken the stock. To some extent, I think Cheryl is right: this is old news, but I think the larger reason this hasn't shaken sun is that market sentiment has really changed about sun. Wall Street is no longer on the lookout for the last straw to send sun appleward. Now they have some breathing room with the NT 5 delay, and more respect. I do think this is bad news, and not easily dismissed, but sun is perceived as stronger now and the success of java is not seen as an essential quality of that strength. Andy

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