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Technology Stocks : All About Sun Microsystems

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To: Dale J. who wrote (11914)	11/25/1998 10:53:00 PM
From: paul	Read Replies (2) of 64865

"...Humpty Dumpty sat on the wall. Humpty Dumpty had a great fall." With a market cap of over 300 billion - your analogy is equivalent to Microsoft falling off a skyscraper while with a market cap of 28 billion Sun would be falling off the curb. Microsofts earnings are also of questionable quality as has recently been disclosed and unless you think Microsoft could sport a market cap of $600 billion in its saturated marketplace - they will actually be forced to pay their employees a salary vs. stock options - microsoft after all isnt Yahoo. "..What is going to happen when the PC makers release 4 way and 8 way Xeon servers in large volume? What is going to happen when MSFT releases Windows 2000? What is going to happen when the remaining anti-microsoft crowd rally behind Linux?" then youll have 4 and 8 way IA-32 based file and print servers in a bandwidth hungry world capable of running an unreliable operating system - which should be available in its 32 bit glory sometimer er, um...in the future. This is not an insignificant market - Should keep Bill in pocket protectors for a couple more years while the landscape shifts into Java, Jini and bigger - more capable servers serving smart applicances.

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