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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Charles Tutt who wrote (43431)	4/25/2000 4:17:00 PM
From: Michael Do	Read Replies (1) \| Respond to of 74651

Charles, The opinion is all mine and NOT of my employer MOT. As I answered you previously, MOT has standarded NT as OS of choice. SUNW Sparc are almost out (a few exception). IMO, SUNW are doing very well now because all the Dot Com companies got so much money from IPO and Venture Capitalists that they spent the money like there is no tomorrow, they went out and buy the overpriced SUNW equipments with the perception that the best out there. Now with the dried up IPO and Venture Capitalist's fund, they will have to consider more economical alternative like WinTel or Intel/Linux solution. This will not sit well for SUNW as WS expected. With Intel Itatium CPU coming out this year, for performance/cost ratio would make SUNW Sparc, a dinasour. Mike