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

To: Rusty Johnson who wrote (19969)	9/20/1999 12:25:00 PM
From: Michael L. Voorhees	Read Replies (1) \| Respond to of 64865

Rusty: this is becoming a groundswell, i.e. the ASP market. MSFT isn't standing still at all, however. Check out hotoffice.com (it appears to be partially funded by Intel). The Web Desktop is there. The only thing missing is MSFT Office Web Applications. You don't think that might be because MSFT can't afford to sacrifice MSFT Office revenues do you? In any event this site is cool and after using it for a week it's obvious that thin-client Web ASPs is going to be the future. SunRay will be a huge success and Java will play into all this for application display on the remote thin clients. Can MSFT make the transition quick enough to not cannibalize their Office revenues, I doubt it. This is the reason Star Office was purchased and distributed for free (it is also the reason MSFT is charging $700!!! for Office, this will be the big last hoorah for MSFT Office as we know it). MSFT's stock price is wavering and at times reversing. It appears that within the next few months we should see major reversal in MSFT stock prices while SUNW will continue to forge forward. MSFT may rebound but they will probably never really fully recover.