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Technology Stocks : All About Sun Microsystems

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To: Esvida who wrote (16398)5/13/1999 4:28:00 PM
From: Eric.sun  Read Replies (3) of 64865
 
Did anyone notice IBM's move today? E_commence or E_business message
pushed IBM up 19 points! And Gerstner appears to pick SUN as the
main competitor:

Gerstner, however, appeared cool to the increasingly visible marketing
efforts by IBM competitors. He even found it amusing that "one of our
competitors" is gunning for the "dot" in the ".com," when they really should be gunning for the whole thing.

And wall street kind of believe IBM has the total solution now for
E_commence. IMHO, IBM is great at service but the technology isn't
as scalable as SUN. In any case, SUN's main competitor now seems to
be IBM rather than wintel guys now. Can anyone want to share his
opinion about these two friendly alleys or bitter rivals?

Regard,

Eric
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