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

To: QwikSand who wrote (19458)	9/8/1999 9:25:00 AM
From: evergreen	Respond to of 64865

Gapping way up this morning, how soon can we hit that 95?

To: QwikSand who wrote (19458)	9/8/1999 9:47:00 AM
From: Sonki	Read Replies (1) \| Respond to of 64865

i did a one yr comps sunw up 232%, csco 112, intc 111, dell 69, wcom 37%. Some one better put on DARK glasses, sun rays could be blinding Good luck to LT.. for shorting. He shorted dell all the way up. U would never catch cnbc comparing sunw/msft charts. msft pe 65.8 sunw pe 68.9 ofcourse sunw p/s only 6 while msft i p/s =22. so msft still carries lofty valuations. i missed this about old si techstocks.com

To: QwikSand who wrote (19458)	9/8/1999 10:08:00 AM
From: Marvin Mansky	Read Replies (2) \| Respond to of 64865

Merrill's Millunovich puts new target at $103 per share today

To: QwikSand who wrote (19458)	9/8/1999 12:52:00 PM
From: JC Jaros	Read Replies (1) \| Respond to of 64865

It has no relevance to home/SOHO users whatever. It's entirely enterprise-oriented. And there's a big intra-corporate political component to this kind of architecture. It empowers the glass-house IT contingent, those who saw their power decentralized and, to some extent, dissipated, by the advent of the PC. The SunRay architecture returns the whole enchilada to their hands. They've got to love it. End users, on the other hand, might rebel. I think it's much less to do with politics and glass house mindset than it's to do with dollars and particularly dollars spent on maintenance of PCs. It's pure economics. It's been said that this solution is aimed at knowledge workers specifically, so it's not like anyone is going to need to swap out their workstation or power-user PC. I think Sun learned a lot from the JavaStation. One of the main things has to do with one size doesn't fit all in the organization. They tried forcing that round JavaStation down a lot of square holes at Sun. SunRay simply targets the majority of knowledge workers using (increasingly) their PCs as terminals. Is it really an X Terminal?? -JCJ

To: QwikSand who wrote (19458)	9/8/1999 10:27:00 PM
From: Michael F. Donadio	Read Replies (1) \| Respond to of 64865

<< "I've been mulling over SunRay. It could be pretty significant to the company and the stock. Positively significant, that is.>> Qwik, I couldn't agree with you more. EXTRA! EXTRA! Read all about it. Edison demonstrates light bulb. EXTRA! EXTRA! Read all about it. Bell demonstrates telephone. EXTRA! EXTRA! Read all about it. Sunw demonstrates network appliance. Today, I spent the day at the Javits Center in NYC at the presentations and discussion of the SunRay. I felt like I was a witness to one of those great moments in history. While the current device is focused on business, the ramifications for the world of computing spring out at you. You feel empowered by it. It acts like a fast powerful computer capable of sound and video, yet is simply a stateless device, requiring no expertise to set up or administer to. NO REBOOTING, NO UPGRADES, just plug it in. Grandma would love it. It fulfills Bill Joy's desire to put all the complexity into the network. A device for all mankind, not just technoscenti. Schools, military, libraries, banks have been using it. It has been a success with them. In instances where both PC's and SunRay's are both available for use, users prefer the SunRay because of speed and reliability. StarOffice works like a dream on it. I see an EXPLOSION of demand for this computing model within the enterprise where BANDWIDTH can be readily provided. Its use outside the office will grow as DSL, Cable modems, etc. develop. The model is in fact dependent on 3 treads: the internet, network services, and bandwidth (which is doubling every 2-3 months). They've released it now because the bandwidth issue is finally surpassing the growth of the microprocessor. When you stop to think of the ramifications for the growth of SUNW because of servers, network appliances, dot-comming, storage, support, applications etc. I see SUNW going through as exponential growth phase. And we are witnesses to what I see as a revolution involving computing, but with ramification of a profound nature to our lives. Michael