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

To: QwikSand who wrote (19293)	9/4/1999 12:21:00 AM
From: JC Jaros	Respond to of 64865

The problem is that people are so naive that whatever M$ comes up with, many people will believe. M$ has paralyzed markets with FUD but no product, many times. In fact that's a methodical approach to business for them. That's why I am so hoping that Sun executes on this I think MSFT has paralyzed it's last market. I really believe that. Open standards owns the day, and tomorrow, and the next day. MSFT's stated plan is to RETAIL their proprietary software over network. They would do better taking MSN to IPX. Maybe they can get get it cheap from Novell. By retailing their software, their competition becomes the rest of the world, beginning with those who own the network wires and do the monthly billing. I don't view this as a time to be smug. Smugness is the enemy. This is the moment when the paranoid survive. Microsoft will act paranoid. Sun must also. And they are. And it's okay to be smug now because it's so obvious that the right model is being executed by the right company at the right time. I think we're making a run to a two stock splits in 7 months time. Paranoia is karma. -JCJ Edit: 3 stock splits in 12 months time counting last April. <g> Ammended edit: 3 stock spits in 15 months time. I forgot Y2K and/or the MSFT market paralization period (Y2K/W2K).

To: QwikSand who wrote (19293)	9/4/1999 7:46:00 AM
From: Marvin Mansky	Respond to of 64865

QS Good post. SUNW wins regardless of M$'s portal efforts due to hardware sales. Remember, SUNW has initiated a new challenge to M$. "either you get into the Productivity Suite Hosting Model(PSHM), or lose what makes 40% of your income from M$ Office Suite! Will M$ get into PSHM(Productivity Suite Hosting Model) soon? Yes, they must! It can only be a positive for SUNW if they act quickly unless: Big Blue beats them to the punch. You know IBM's e-Suites (Lotus) can do the same PSHM, and they want to sell the hardware too. What do you think? IBM is "sitting on their hands"? I agree with you, execution of StarPortal is key, as most ideas in this business today. You must "put up, or shut up" or you're "toast"!