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

To: cfimx who wrote (22300)	11/4/1999 7:22:00 PM
From: Prognosticator	Read Replies (1) \| Respond to of 64865

So, do you think I should sell? P. Damn! I gave myself away (I'm not ignoring you :)

To: cfimx who wrote (22300)	11/4/1999 7:30:00 PM
From: Prognosticator	Read Replies (3) \| Respond to of 64865

What would you pay for a hardware company that ...and on and on and on and ... Has anyone reserved SUNBUBBLE.COM. $107/share. These are not normal times. There is a tectonic shift happening under your feet, and you're still staring at the sky. P.

To: cfimx who wrote (22300)	11/4/1999 10:10:00 PM
From: Thomas C. Kimmel	Read Replies (1) \| Respond to of 64865

Hey, my Ignore button is gone!? Maybe I'm still on the old SI here at home? twister, you appear to be falling into the same trap as your detractors, i.e.: trying to defend a position based on historical numbers. If that worked, then I could quickly cobble up a program (perhaps I would run it on my 1991 all-Intel 386 system, including Intel System V.4 Unix) to guarantee myself handsome returns. but, alas or not, value is much more psychological than that. we are gambling, here, and we must place our bets according to the individually unique information which each of us has gathered over the past n years. Fundamentals do, indeed, matter. But the market is a fickle thing. Today's BetaMax can be tomorrow's VHS. We have to go with what we know, estimate what we don't know, and then shoot from the hip. I have been using Sun products for 10 years, primarily for development, and they have served me, IMO, remarkably well. For much of that time they were not the glamorous system-of-the-month, but their utility was clear to those who had to churn out the product (using GNU compilers, of course, lately, which I download from Sun.com's web site). My experiences porting and supporting my products on a couple dozen flavors of *NIX for many years lead me to rate Sun as the best on average, hardware + software, integrated solutions, standard systems. I have also used Microsoft's products for a long time, from pre-DOS to NT5. I think I bought their Basic Compiler for my CP/M system in 1982. Back in those days, and even thru the 3.1 era, they were a company that provided enabling technologies to aspiring software developers. Now, however, they want to tell everyone how to do everything and, if it starts to get lucrative, they want a piece (or all) of it. They've really gotten away from what got them to where they are. That's a reason to bet on Sun, who is still putting out the tools for us developers to do our thing. And they've got Bill Joy, who has had a nose for the right stuff even if his code stinks. -tck

To: cfimx who wrote (22300)	11/6/1999 10:09:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 64865

Excellent analysis of SUNW stock.

To: cfimx who wrote (22300)	11/7/1999 8:42:00 AM
From: Boon	Respond to of 64865

Geez, Twister, why pick on SUNW? You could make the same case with even greater sarcasm about CSCO and many others. The fundamental flaw in your argument is your reliance on the term "normal". Why should SUNW, or any other high tech or dotcom stock be held to "normal" valuations when there is a fundamental restructuring of the economy underway? Why demand "normal" valuations when we are not in normal structural economic times? But differing views are what make a market. I enjoyed your provocative post.

To: cfimx who wrote (22300)	11/7/1999 9:50:00 AM
From: Haim R. Branisteanu	Read Replies (5) \| Respond to of 64865

Sun Microsystems the next possible Danger to us consumers The next and imminent danger to us consumers is now Sun Microsystems and their JAVA software. Free JAVA can be a famous Trojan Horse to defeat us the consumer!! They give it, for now, away for free to gain market share and make it popular. I think we will need to alert the State and US Attorney's of another potential plot of possible Monopoly with exorbitant monetary gains on our expense by Sun Microsystems. Money has a sinister way of scrambling sound business judgment. BWDIK Haim