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


To: QwikSand who wrote (23774)12/2/1999 7:14:00 AM
From: The Ox  Read Replies (2) | Respond to of 64865
 
One of the reasons I feel 'comfortable' with SUNW as an investment is the 'lack' of a major argument from it's detractors. Whenever someone wants to 'knock' Sun, they parade out the UNIX workstation numbers and compare them to the growth rate of Win/NT stations. This tells me that these 'critics' of Sun haven't done their homework or are too blinded by this stat to look at the big picture. They have written off, in advance, all the new products and technology that Sun's R+D continues to create. The business alliances formed over the past few years are overlooked or ignored. They use the phrase 'its a hardware company' but fail to see all the 'new' hardware in the pipeline.

3 years ago, UNIX was dead and Sun's hardware was obsolete, or so said the company's critics. Some of the names have changed but we read the same old rehashed faulty reasoning today.

The above issues prevented many from 'seeing the light' in the past. As we have seen and as twister admits, the critics were wrong back then.

I guess some people never learn.

Just my biased opinion,
Michael
PS...I'm not trying to encourage people to 'invest' at today's prices. That's up to each individual to determine what's the right price or when is the right time.



To: QwikSand who wrote (23774)12/2/1999 2:30:00 PM
From: JC Jaros  Read Replies (2) | Respond to of 64865
 
Microsoft stock could go up 40% in a week.
People are already saying it's cheap.

I hate to say it, but I'm buying some MSFT calls as a hedge.


Hedge against *what? Judge PJ rescinding his finding of fact? Qwiksand, without a leveraged monopoly, MSFT isn't much. They're betting their four hundred billion dollar arranged electron farm on morphing into a market that's dominated by the big boys (like AT&T).

-JCJ