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

To: george who wrote (21562)	10/21/1999 11:49:00 AM
From: Jean M. Gauthier	Read Replies (3) \| Respond to of 64865

No, don't sell. That would be a mistake, akin to selling Cisco Systems in 1994 - 1995. But that is JMHO. RE: IBM Vs SUN Issue, and IBM calling a "Y2K slowdown" Everywhere I work, SUN equipment is rolling out, and IBM Unix stuff (such as RS-6000) is coming OUT... THE UNIX consolidator is SUN , and only SUN. HP is having troubles with SUN as well, SGI etc etc. No Unix vendor I can think of is having a good year, as SUN is cleaning them out. Sort of what Microsoft did to Lotus , Borland, Ashton-tate, WordPerfect, Novell and now Corel. Also, Linus is not scalable like Solaris, so cheapo websites will use Linux with Apache, but for real E-commerce, it's a SUN or nothing... 1- Technologically, they are the best 2- They have "mind-share', the Best Unix mindshare in the industry. 3- They have superb R&D, and great advances coming from crapshoots like the MACJ chip, Java initiatives, set-tops boxes, JavaPhones wireless, and Jini. 4- Massive industry "value-chain alliances" with CheckPoint Technologies (FireWalls), Security Dynamics (Security), and others.. IBM vs SUN is a joke, for IBM that is. IBM's only real strong business is : 1- UDB/DB2 is a superb database system, better than Oracle. 2- Their IBM Global Services Division is pretty good, and are a "best of breed" in that area. The Rest ? As I said, EMC, SUN, Intel, and Dell are taking them apart, bit by bit take care Jean

To: george who wrote (21562)	10/21/1999 12:01:00 PM
From: Lynn	Read Replies (1) \| Respond to of 64865

Here are my two cents, George: First, ask yourself the following question: Is SUNW a company I want to have in my portfolio in March [or whenever] of 2000? Put the y2k hype to the side when asking yourself this question. If your answer is, "No," you might as well sell. If, "Yes," then, before selling even one share now, with the intent of buying back-in later, figure out how far SUNW is going to have to fall before you can buy back the same number of shares (or more shares) with the proceeds you would get from a sale right now. To do this, take all your tax liabilities into account. If you have a hypothetical profit of $6,000 right now, its going to be less than this after Uncle Sam and your state get their cuts. I'm a long time shareholder of SUNW and not planning to do any selling. Lynn