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Technology Stocks : All About Sun Microsystems

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To: Kal who wrote (11773)	11/18/1998 2:44:00 AM
From: uu	Read Replies (2) of 64865

Sun's victory over Microsoft with regard to Java will have an immediate positive impact on Sun and its strong allies such as Oracle. However Microsoft will also be the big winner even though it does not appear to be that way at this time! Any possible drop in the MSFT stock under $100/shr, IMHO, should be considered as an investment opportunity. As for SUNW, todays $55-$70/shr will simply be next years 52 week low for the stock! Here is what, in my humble opinion, I believe will be the final results of today's Court ruling against Microsoft which we all predicted over a year ago and discussed so many times: 1. Sun's Java has officially been validated as the only standard open technology to be used by the industry, and anyone who deviates from these standards will in reality deviate from the new era of computing. 2. Microsoft will quickly switch to Sun's Java as I strongly believe they may already have as one of their secret projects many weeks ago; Thus they will have no difficulty to shift their products and corporate strategies. This will result in the following: a) By switching to the standard Java, Microsoft's Java development tool products (such as Visual J++) will dominate the development community as the only feasible Java development tool product. This will be analogous to how Microsoft's Visual C++ has become to be the most popular development tool in the industry. b) Microsoft's internet explorer will now be 100% compatible with Netscape as it will support all Java based internet applications that have been developed based on Sun's standard universally accepted Java technology. The implications of this on the UNIX, and Macintosh OS are tremendous for Microsoft. c) Microsoft will soon integrate Java into its SQL Server in order to compete with Oracle's so called Oracle 8i database product. The ultimate winner will of course be Sun. As predicted and we discussed many times before over a year ago when the stock was in the $20's, when it comes to new computing model (namely internet and thin client architecture model) Microsoft will simply become sort of like Sun's subsidiary whose job will be to push for Sun's Java technology. In the process of doing this the subsidiary (namely Microsoft) will profit greatly, however the ultimate winner that will profit many times more will be the parent company (namely Sun Microsystems) whose Java technology will result in sequential growth of its hardware side of business for years to come. Regards, Addi Jamshidi

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