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

To: cfimx who wrote (20942)	10/10/1999 3:02:00 PM
From: Charles Tutt	Read Replies (2) \| Respond to of 64865

Your points boil down to: Microsoft is a pretty good mutual fund. Microsoft has done well in the past. The response is fairly straightforward: If one wants a mutual fund, there are others that are cheaper. Past performance does not assure future performance, and even if Microsoft performs well, the stock is dear. That SUNW has outperformed MSFT for quite a while now suggests that "the market" does not agree with you. JMHO.

To: cfimx who wrote (20942)	10/10/1999 3:15:00 PM
From: QwikSand	Read Replies (1) \| Respond to of 64865

Numbers? What about the numbers for all of M$FT's PC friends and neighbors, twister, who worked so long and hard to move Bill G.'s products for him? Like CPQ, IBM, HP and even a little of the godlike DELL? While M$FT's revenue was growing 29% last year, what was happening to them, pray tell? Were they by any chance crashing and burning, laying people off, firing their CEO's, selling off businesses or announcing plans to do these things? M$FT has a nice little setup where, even as highly capitalist market forces, all on their own, start to mutate and proliferate PC's into low-cost free-software network nodes as outlined in JC's O'Reilly lecture, M$FT still gets their DOJ-investigation-worthy criminal bully tax. Sure their revenues grow. And why should they build any factories? All they do is sell the right to reproduce garbage. You can't argue with the fact that Al Capone had more $100 bills stuffed in wall safes than anybody else in Chicago! The man was a success! And if you don't think so, you're a card-carrying Pacifica Maoist Leninist Viet Cong! Regards, --QS

To: cfimx who wrote (20942)	10/10/1999 3:34:00 PM
From: JC Jaros	Read Replies (1) \| Respond to of 64865

Hey nobody said that M$ wasn't good at investing. That's a start though toward breaking out the M$ server number. If 20% is investment income and 40% is Office income, then 40% is Windows/IIs and Flight Simulator? How much is just Windows? You're the one with the naked king, twister. There's a lot of wealth there indeed. How that becomes the basis for an investment, is a concept I'm lost to. Where's the franchise? 'Investors' is their franchise? Where's the product? Commodity desktop software is their product? bricks and mortar: msft, the naked $20 billion in sales msft, spent all of $583 million for new plant and equipment. sun.com, on the other hand spent over $739 million on "real assets." Strange for a company with a little over half the annual revenues of msft, to be spending more on buildings and factories and the like. And your point is?? Doesn't msft, the WORLD"S MOST VALUABLE COMPANY, know it is not even "in the story?. That UNIX has "always been" the story?* Well, MSFT used to have a story. Their story was "better than Unix" (any day now). Their current story, I don't know. Is it the 'investment' thing? Is it MSN and morphing to new media? It must be. Philips has dropped WinCE. Is it M$ branded network appliances? What is it? What's their story? What's the plan for post PC franchise? glad to be a "naturalist..." That's "naturist". -JCJ