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

To: johnd who wrote (27193)	2/4/2000 11:16:00 AM
From: briank	Read Replies (1) \| Respond to of 64865

I take it you are short then? Man, it's like having a picnic and you are the fly that keeps landing on the burgers. We've heard it all before!

To: johnd who wrote (27193)	2/4/2000 11:27:00 AM
From: Charles Tutt	Respond to of 64865

Feel free to short the h*ll out of SUNW if you're so sure of yourself. a) So IBM hasn't bothered trying to compete with Sun until now? b) At least now we know Windows 2000 was born in a stable. <g> c) It seems to me that there are some other technologies on which the jury is still out to a greater degree than the UltraSparc III -- e.g. Windows 2000, Itanium, etc. JMHO.

To: johnd who wrote (27193)	2/4/2000 11:36:00 AM
From: David Kelly	Read Replies (1) \| Respond to of 64865

IBM is behind and in danger of being closed out of the hardware business. A year ago not many could have predicted IBM's exit from the PC business. What's next the server business? MS themselves admit that W2K will not sell into the business market for at least a year. It will take that long to get SP 1-3 out. Besides the performance data reported by ZD net was wrong and it doesn't perform as well as NT4. The jury is still way, way out. MSFT needs to be taken over by ATT just like AOL needed Time-Warner. Same situation lots of cash about to become no longer relevant. Office software and operating systems have become free. How is that for risk? US3 represents the break away product for SUN. Of course there are risks with the introduction of a new processor line. Do you think the computing geniuses at SUN will ship something with half the cache working or the FDIV bug? Sun's vision is transforming the world and MSFT...? Aren't they being investigated for antitrust violations? david

To: johnd who wrote (27193)	2/4/2000 12:25:00 PM
From: QwikSand	Read Replies (1) \| Respond to of 64865

John: From now on, just as a courtesy, if you intend to repost the list of threats to Sun that you've already posted a half-dozen times, why not just create an icon for it and be done with it? The questions have all been asked and answered. So you could, for example, just post a message that says: #1 johnd And everyone would know that "#1" means that SUNW is threatened by IBM's aggressiveness, W2K's release, potential UltraSparc 3 problems, Y2K, a valuation that is generally incongruent with revenue growth, and so forth. Don't you think it would be nice if we all treated each other that way? Just a happy thought.<g> --QS