How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 471.45

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To: Lizzie Tudor who wrote (12325)	11/19/1998 1:22:00 PM
From: Mike Milde	Read Replies (2) of 74651

<< I can tell you that Sun is such a manufacturing pig that there is no way they will be competitive against Dell on any server Dell sells. Of course this leaves the high end for Sun, true, nobody says Dell will win there. But Sun had a 5 year lead in trying to figure out how to create a streamlined facility and cant deliver. >> DELL makes PCs. DELL's customers are almost entirely different than Sun's. Sun sells higher performance hardware. I'm also not sure what you mean by "Sun can't deliver". Sun has been growing revenues and earnings extremely fast over the last few years, and it is due to hardware sales, not Java. Sun has also been grabbing market share in the UNIX world. The Java win is VERY important to Sun. It won't affect earnings any time soon, but it does suddenly give Java almost unstoppable momentum. And developers love Java. Don't underestimate how important that is. I've found that whatever developers love is what ultimately goes. The growing acceptance of Linux is one good example. Marketing by a large corporation didn't put Linux where it is today. Mike

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