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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: QwikSand who wrote (17000)	6/9/1999 4:38:00 PM
From: Alok Sinha	Respond to of 64865

It is rather amazing that this writer considers SUN as a net stock similar to AOL, YHOO and CMGI. What is he thinking (or drinking) ? cbs.marketwatch.com Alok

To: QwikSand who wrote (17000)	6/9/1999 4:45:00 PM
From: Eric.sun	Read Replies (3) \| Respond to of 64865

It seems like 62 is the short term resistance for SUNW. With today's news, it tried several times to break through until the end of day. Maybe some big boys want to keep it down below 62. If it breaks 62, it will be in 65/66 range again. Tomorrow SUN has the analyst meeting, this quarter should be doing well. It would be a big surprise if SUN give lower guidance. Then maybe another good day tomorrow will push it through 62 and end up in 65 range. Unless the interest rate concern is really a big issue. Anyone would like to share his thought?

To: QwikSand who wrote (17000)	6/9/1999 5:03:00 PM
From: Mephisto	Read Replies (1) \| Respond to of 64865

[ I think that Sun, along with partners in both hardware and software, should be much more aggressive on creating an alternative desktop platform. You and I might differ on details of the platform (i.e., I see it mostly as a family of network computers based entirely on Java, some with local disks, some without), but that's a detail in the big picture. I think that the key missing ingredient is application software, and since Java is now so popular with software developers I don't understand why Sun hasn't done more in this area. If there's one piece of the SUNW puzzle that scares me, it's that Java application development isn't producing enough visible products despite the millions of Java books being sold. The Wintel juggernaut has desktop software developers of all stripes by the "short and curlies" and pays much more attention and money to that area than the Java contingent, which is a little too focussed on the server and the infrastructure of the future (viz. the MOT deal today) at the expense of present-day applications.] You are right again, QwikSand. Cheers, Mephisto

To: QwikSand who wrote (17000)	6/10/1999 9:51:00 AM
From: Stormweaver	Respond to of 64865

Y&s , they need to actuate a midterm desktop strategy that could possible involve into the 'smartish-FRU-like' devices that you are talking about. Losing/ignoring the desktop is NOT acceptable. My big 2nd point would be to start agressively pushing consulting; Java Centers on speed. Consulting brings good income but more importantly gives you the first chance a bat to sell some iron to a customer. The most effective companies I've seen marry sales and consulting as a bundle. Customers who can shake hands and chat with vendor engineers feel much more secure moving forward with new tech. Also the corporate world is dying to play with Java but in a secure pilot/prototype type environment ; get their feet wet. What better way to do it than a joint Sun-CompanyX 2-3 prototype Java project. I think Ed Dunfy would be a better point of contact; he has Scott's ear on a daily basis. I had the chance of meeting Ed - great guy - he's one of Scott's information gather/b*tt kickers. Cheers James