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

To: cfimx who wrote (19765)	9/17/1999 4:41:00 PM
From: JC Jaros	Respond to of 64865

That and whatever it is that's putting such a damper on it's 'freedom to innovate'. -JCJ

To: cfimx who wrote (19765)	9/17/1999 4:45:00 PM
From: QwikSand	Read Replies (1) \| Respond to of 64865

...when do people start using portals for office productivity? i say in two to three years ... that gives my guys plenty of time to respond. Yes, this is the crux of the issue. SUNW's advantage is that they're not trying to sustain a king-kong multiple from software alone in the days when software is becoming more free all the time. SUNW's disadvantage is that they're not really a software company and need to set up an infrastructure to support real volume during that two year period. This is why they're looking at a brilliant strategic position coupled with a daunting execution challenge. The stakes are big. I'm betting against your guys <g>. --QS

To: cfimx who wrote (19765)	9/19/1999 11:26:00 PM
From: Charles Tutt	Read Replies (2) \| Respond to of 64865

Twister, I think your guys in Redmond are about to encounter a bigger problem than just being unable to timely deliver bug-free software. Unless the price of MSFT stock continues to rise fairly rapidly (an uncertainty at this point), their house of cards may collapse. What would happen if MSFT options suddenly lost their attractiveness as an aid in recruiting and retaining employees? What would happen if a lot of the folks who hold them suddenly exercised and cashed out? JMHO, of course, and neither legal nor investment advice.