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Technology Stocks : All About Sun Microsystems

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To: Charles Tutt who wrote (16566)	5/25/1999 10:07:00 AM
From: Stormweaver	Read Replies (1) of 64865

Hey Charles we actually had an insult free exchange ... >> Cell phones and their kin will displace much of MSFT's >> growth going forward, and Don't see any evidence of that. PC's sales are accelerating (especially sub $1000) and most of them (95%) are running a MSFT OS; see my posts to Cheryl from a while back for #'s. CE, by virtue of MSFT investments, guaranteed it's presence in set-tops and PDA's. Their recent spree has made CPQ re-think their Linux based PDA strategy. The message is support CE or lose market share. Regardless whether CE is perfect now you can bet it will be shortly. >>CPQ...They have a PC mentality through and through Could be true and is probably why they've had trouble moving forward since the acquisitions. Don't count them out since they are strategically better positioned than DELL; have solutions for the desktop through Alpha based UNIX/VMS through fault tolerant non-stop Tandems. /James

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