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

To: JC Jaros who wrote (25166)	12/20/1999 11:55:00 PM
From: QwikSand	Read Replies (3) \| Respond to of 64865

Disclaimer: as I have said often, I've been long MSFT for many years. I would never post on the M$FT thread because I find the smugness and overwhelming hubris on that thread overwhelmingly repulsive. Makes us SUNW posters, arrogant though we may be at times, look like a bunch of little Buddhas generously spending our time in the world but not of it. Having said all that, I believe that M$FT stock may be on the verge of a gigantic runup and that it will easily double in the next 12 months. Regards, --QS

To: JC Jaros who wrote (25166)	12/20/1999 11:58:00 PM
From: Charles Tutt	Read Replies (2) \| Respond to of 64865

I've been over there a coupla weeks pricking at some of the most obvious balloons, but it didn't take long for them to tell me pretty directly that they didn't want my input. In fairness to them, I didn't add much of affirmative substance (of course, neither did anybody else, IMHO), choosing instead just to call attention to obvious problems in their "analysis." But what can you say? The analysis is simple. The world is rapidly moving towards a network-centric model of computing, in which Microsoft does not "get it" but Sun does (that's a little oversimplified -- actually, the network-centric model of computing is anathema to their entire business model, which relies on having heavyweight -- and hence pricey, software laden, inward focused PC's everywhere). Furthermore, as a result of the DOJ action Microsoft will probably not be able to maintain the monopoly pricing and margins on which their stock has relied. Sun, on the other hand, as a result of the installation of new technology, may be able to steadily increase margins at the same time sales increase.

To: JC Jaros who wrote (25166)	12/21/1999 12:22:00 AM
From: fuzzymath	Read Replies (1) \| Respond to of 64865

Very humorous, JCJ. Of course, I must succeed with MSFT every day in my new job -- in my old I had to succeed with SUNW. But, I do my part -- I wage the battle on grounds of multi-platform compatibility and raise the question "Do we really want to EXCLUDE a large segment of potential customers by going with a solution that only works on certain machines???" It's a pretty convincing argument, since I'm at a level where my bosses don't give a damn about java or NT or beans or VBscript -- all they care about is profits for our company. They frown when they hear that a proposed solution would mean they can't approach certain potential customers they'd love to win over to our product. I've been absent from SI -- incredible year-end deadlines, etc. Do I qualify as one of the newbies you want to keep on the thread? Gotta go to bed to be ready for tomorrow's battle: trying to convince the old guard that the new way (Java, Javascript, XML, distributed processing, web-based user interfaces, etc.) is the way we must go if we are to stay ahead of our competitors. Unfortunately, MSFT has control of much of the territory here. It's a war, indeed! I have new things on the site (if you care). Kevin