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

To: QwikSand who wrote (25173)	12/21/1999 12:04:00 AM
From: Charles Tutt	Respond to of 64865

That's possible. For all their faults, the analysts and commentators love 'em (and sometimes seem to hate SUNW). Eventually I think MSFT will make a great short, but that could be a long time from now, and will probably require that they miss estimates a couple of times first. JMHO.

To: QwikSand who wrote (25173)	12/21/1999 12:26:00 AM
From: paul	Read Replies (1) \| Respond to of 64865

Qwik - a trillion dollar market cap for Microsoft? now that is what I call irrational exuberance.

To: QwikSand who wrote (25173)	12/21/1999 12:49:00 AM
From: JC Jaros	Read Replies (2) \| Respond to of 64865

Having said all that, I believe that M$FT stock may be on the verge of a gigantic runup and that it will easily double in the next 12 months. Fascinating. Here's what I don't get; MSFT has been 'found' and is about to be 'fined'. The way that's most likely going to be levied is through a remedy that has Bill Gates lifting his skirt up over his head (documenting Win32). All they are to date (90%) is based on leveraging (now illegally?) their monopoly OS. Take that away, both through documentation and through a more general (and radical) commoditization of computer operating systems (in an increasingly server-centric, WORA hungry, Java minded ubiquitous computing world) and you have... what? The 'Microsoft' brand? Is your bet on MSN? Why wouldn't AT&T be the better 'pick'? What does M$ own besides intellectual property which is rapidly decreasing in value? I understand why you were long MSFT for many years. I just don't see what you see regarding MSFT having the potential to double in 12 months time, except a merger with AT&T which really isn't likely to get past, blah blah blah, and even if it did, T would seem like the better pick (trying to work this around to make sense...<g>) You torture me with this, Q. :) -JCJ