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Technology Stocks : All About Sun Microsystems

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To: uu who wrote (739)	3/5/1997 2:39:00 PM
From: Fangbing Wu	of 64865

Hi, Addi, I agree with you that the ActiveX news is GOOD for SUNW. But I also believe that this is precisely why SUNW went South today. This will not last long though, IMHO. Just a few weeks ago, when IDC(?) came out with something suggesting that NT is gaining market share against Unix, SUNW stock went down immediately, only to come back in about a week and touched $35. I think Wall St. (whoever that might be) has the PERCEPTION that MSFT is going to be a big threat to SUNW which is false. SUNW is a solid hardware company with great software in OS to support their hardware. And they purpposedly decide not to get into the application software business to encourage third parties, including MSFT (in the future), to develop applications for SUNW's machines. The only question now is what is the lowest price we should wait to buy as much SUNW as possible? fbw

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