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

To: The Ox who wrote (19327)	9/5/1999 12:12:00 PM
From: QwikSand	Respond to of 64865

Michael: You took the words right out of my mouth. Reggie: I'm sorry to add my voice to the foregoing chorus. I appreciate the chance to learn about your ideas and your company on this thread, and I enjoyed seeing your digital jam interview. I think what you're doing adds to the overall momentum of the computing paradigm shift and the vigor of the marketplace, you seem to be a forward thinker, and I really wish you the best regardless of whether you are in some form of competition with a company whose shares I hold. However, I'm less interested when you post boilerplate Wintel propaganda that every regular on this thread has heard about a billion times: Sun's gonna get commoditized into a corner, Merced/Win $2000 rules, Dell's going to sell into ever more complex situations through their 800 number, etc. etc. and so forth. In other words, bet on the long shots and ignore the favorite's track record, in fact assume the favorite is standing still while the long shot comes from behind. Could there be more unexpected delays in Merced and Windows $2000? Not a chance! Could they prove to be dogs when they finally ship? No way! Could they go through an embarrassing 2-year baptism of fire from failures, recalls, scalability and microcode problems, etc? Not a chance. Does a fast chip a solution make, so that suddenly one bright morning every screwdriver shop in the world will be as good as Sun in building scalable, reliable servers (a place where IBM, DEC, and HP never got)? Why sure! All it takes is Merced, an Intel connect-the-dots chipset, and a little of that Redmond software magic. And in the meantime will Sun go into hibernation, and not bother to improve its technology, the breadth of its offerings, its relationships with ISP's and CIO's? Absolutely! I bet if you went to Palo Alto right now on any Tuesday afternoon and walked through the halls, the offices would all be empty at Sun HQ. Buying Bill G.'s Brooklyn Bridge? I don't know why you promote stuff like that. Actually, I don't even know why you consider Sun an enemy. You're selling server space. On what kind of servers? Regards, --QwikSand

To: The Ox who wrote (19327)	9/5/1999 12:21:00 PM
From: paul	Read Replies (1) \| Respond to of 64865

"..Every year there is new technology that's going to displace the SUN strategy. " Microsoft/Intel has depended a lot of complacency for their success - by repackaging their bugridden OS every year and x86 core theyve focused their R&D mostly on maintaining or incrementally extending their monopoly. In other words they are RIPE to be displaced with disruptive technology - whether its Linux, Java, MAJC, JINI from Sun or something being developed in someones garage somewhere. With Open Source, Linux/Staroffice and an inevitable shift from the desktop to the network - Wintel has to compete on a level playing field where they dont own or are able to set proprietary standards - their track record in this area isnt so good (winCE vs. Palm, quicken vs. money, MSN vs. AOL). The years long delays and sheer ineptness in the developement of NT 5 and especially Merced show that they are unable to compete where there is an established and dominant player - with opensource threatening their established business they will have to dramatically improve the pace of development and the quality of their products.

To: The Ox who wrote (19327)	9/5/1999 6:56:00 PM
From: Marvin Mansky	Respond to of 64865

No security (stock) is without risk but SUNW has made several mistakes in the past 1) Java Station NC's was a half baked offering 2) PicoJava chips, not popular 3) Community licensing of chip technology and software: Juries out on that. SUNW is my largest holding and I believe that they have taken the initiative as McNealy mentioned on CNBC, they take controversial positions that provide unique market opportunities before other "followers" populate that market. They will, no doubt keep on doing that. For my money, there is no better investment. The downside is minimal. The upside is great and earnings steady.