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

To: JC Jaros who wrote (31314)	4/25/2000 11:08:00 PM
From: paul	Read Replies (1) \| Respond to of 64865

anyone know what happened to T.? Was he wiped out in speculative internet investments earlier this month? Did I miss some capitulation speech - oh damn!

To: JC Jaros who wrote (31314)	4/26/2000 12:48:00 AM
From: QwikSand	Read Replies (1) \| Respond to of 64865

If M$ wants to be more modular, and the US government along with 19 states are more than willing to help them, what's the big deal? (...) <g> Maybe you should wipe that <g> off your face when you say that, JC. Right now, today, MSFT salespeople MUST be going into meetings with big OEM's and SPX companies and having some exec on the other side of the table say: "Why are we having this discussion? I don't even know who I'm talking to. Next year I might be talking to two or three different people and none of them will be you. Why should I rely on your roadmaps?" If MSFT doesn't have a good answer, and I mean not the kind of formulaic crap that Bob Herbold chants on CNBC but a real answer, then the current situation could impact earnings bad enough to sink them permanent-like. On the other hand, MSFT is nasty but not dumb. Maybe they do have a good answer. Maybe they are already modularized, and are already talking to customers like separate entities with separate roadmaps. Maybe they're already "seriously thinking about" a Linux Office "if that's what customers really want" and so forth. Maybe they are ready to roll with the punch, and are a step ahead of the DOJ on all fronts. Or maybe Bob Lisenko is right and the DOJ is just feinting with this breakup stuff. I wouldn't rule any of it out. But whenever SUNW has a day like today, it's all good<g>. --QS