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

To: SteveC who wrote (25798)	1/5/2000 3:02:00 PM
From: Thomas Mercer-Hursh	Read Replies (1) \| Respond to of 64865

It's my memory that Forte had hopes for significant sales for software for IBM's RS/6000 servers. I have no memory of this being particularly a target platform. It was and is a supported platform, but I don't believe it is as important as Sun and HP for Unix boxes in the Forte market. Were you perhaps thinking of the OS/390 port? There were big hopes for that and there have been some major wins there. what role do you see for Forte's software in today's announcement between Sun/Netscape & IBM? While all of Sun's tool products have been moved under Forte (Forte selling Fortran!!!!), the Sun/Netscape alliance is all about deployment products. Consequently, the next version of the iPlanet AppServer will be a combination of already planned forward movement from the prior release with a bit thrown in from the Forte SynerJ AppServer. After April, I think it is, the FJEE AppServer will not be sold and the iPlanet iAS will be the only one.

To: SteveC who wrote (25798)	1/5/2000 7:54:00 PM
From: E_K_S	Read Replies (1) \| Respond to of 64865

Hi Steve: It appears that IBM has been forced to play their hand and work with the alliance to develop deliverable "AIX" applications to end-users. (http://www.techweb.com/wire/story/TWB20000105S0015) From the article: "..."This will give IBM 25 to 35 percent of its new AIX growth in 2000," said Brad Day, an analyst at Giga Information Group, Cambridge, Mass. "RS/6000 will piggyback on this. This makes sure that AIX users are not going to defect to Solaris..." This analyst sees the growth for this segment of the business at a 25%-35% rate! (J. Kelly well above your 20% growth guess). If you add the "projected" market growth rates for each industry segment that SUNW is developing products, services and applications for, I think the current high PE is justified. Just think, at a 30% growth rate, the market revenues double in under three years! If your company can maintain good margins and deliver all the new products and services, then you have a a money machine that will demand a high relative premium. Given the future prospects for SUNW, I still believe the stock is undervalued at these levels given a five to seven year time line. EKS