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

To: rudedog who wrote (24257)	12/7/1999 5:58:00 PM
From: Thomas Mercer-Hursh	Respond to of 64865

concise Now there's a word that doesn't get used to describe me very often! More critical, I think, is correctly identifying where the center of gravity will be. I don't think this is an all or nothing proposition, however. The hardware and software requirement for an ASP heavily overlap with many other kinds of e-commerce as well as with running those same applications web-enabled, but hosted by the company using the software. This is one of the things that I think puts Sun in a good position these days, because they actually have a lot of ground covered, however the wind blows.

To: rudedog who wrote (24257)	12/7/1999 9:45:00 PM
From: paul	Respond to of 64865

Rudedog - you correctly point out the challenges facing Sun or any other technology vendor such as Compaq, HP or IBM in capitalizing in a fast moving market. With a 6% market share for servers overall Sun has plenty of opportunity to grow in that space alone but Sun does have an overarching strategy that is well articulated and becoming understood on Wall Street and responsible for a good amount of the appreciation in its stock price - provide universal client access (jini), universal middleware (java), applications and transaction servers (Netscape) and of course a robust and scalable hardware, software and storage platform for an internet and information oriented world connected persistantly to the internet. Other vendors have products in place and in areas have better technology than Sun but no one else can offer the whole puzzle. Sun's proven ability to execute is another plus vs. the hired guns at Compaq, HP or IBM which have to prove that they can turn their boats around and beyond that articulate a strategy as compelling as Sun's. Until something changes in the above equation Sun will be a good investment bet.