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


To: Stormweaver who wrote (17035)6/10/1999 2:14:00 PM
From: Mike Milde  Read Replies (1) | Respond to of 64865
 
No they don't James. You already agreed that they don't. Should we go back and link in some of your previous posts? :)

Mike



To: Stormweaver who wrote (17035)6/10/1999 2:31:00 PM
From: QwikSand  Read Replies (2) | Respond to of 64865
 
The net really is vendor independant though...

...which is the game Sun has always advocated: keep interfaces and functionality open, disclosed, nonproprietary, and compete on implementations, the opposite of what snake-in-the-grass M$ tries to do (although to be fair Sun hasn't always really done it as much as they've talked it)...

and IBM/HP/SGI have equally good product offerings for web/ecommerce.

Then why is Sun taking market share from those three? This point may be open to reasonable debate today (except for the SGI part...I have no clue where you got that). But I don't think it will be in a year or so. Sun will be the clear leader. All their actions over the last six years have been moving toward that in a straight line while others have oscillated and wobbled and missed revenues and fired CEO's. Isn't it obvious?

That's why in this crazy market of P/E's based on things that may or may not happen in the future and mega-cap commodity scrap assemblers whose only value-add is their website business model (big deal!), SUNW and IBM are the ones that make sense. HP keeps going up and I can't figure it out, I admit it: a toner company that pays a dividend.

Traders can come and go with their ill-informed pronouncements. The market in general may be overvalued; SUNW is not.

Regards,
--QwikSand