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

To: cfimx who wrote (26345)	1/17/2000 2:58:00 PM
From: QwikSand	Respond to of 64865

Boy, you know it's a slow news day when we can generate controversy over a talking refrigerator press release. Mu. --QS

To: cfimx who wrote (26345)	1/17/2000 4:09:00 PM
From: High-Tech East	Read Replies (1) \| Respond to of 64865

hey 'twit' - I've been away for a few days, but before I left, I repurchased a total of 3,000 SUNW shares long-term - which based on my behavior recently, might only be until the market opens tomorrow. I didn't want to be a non-shareholder for the blow-out earnings that I always predict every reporting period. Go Scotty - go SUNW. P.S. In the new Business Week this week (mostly about AOL-Time Warner), there is an excellent analysis of the new Microsoft's Windows 2000 OS. It is very positive, for the most part, in favor of Microsoft. 'Suggest we SUNW groupies start giving Gates & Co some credit for their new accomplishment. Microsoft, in my new and recent opinion, is not going to disappear - they will share the market with many companies. At the same time, I do not believe they will ever come close to dominating as they have in the past. I will cut & paste that Business Week article when I have a chance in the next couple of days. Ken Wilson

To: cfimx who wrote (26345)	1/17/2000 4:36:00 PM
From: Charles Tutt	Read Replies (1) \| Respond to of 64865

IF they're only "former" friends (which isn't at all clear to me), and IF they're shrinking (also not clear), then perhaps the two are related. You seemed to think those assertions were related enough to put them in the same paragraph. Maybe if they were better friends they'd grow faster. I thought we were talking about efficiency in creating software functionality. There's no doubt in my mind that the profit margins of an unregulated monopoly can be high. And you can also show a high profit margin rather easily if you take much of your employee compensation cost out of the income statement by converting it to future stock dilution. What I like is that Microsoft, the highest market capitalization company in the world (or is it second highest?), is being forced to follow an agenda set by Sun. That PLEASES me. JMHO.