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

To: almaxel who wrote (32984)	6/22/2000 12:09:00 PM
From: almaxel	Read Replies (2) \| Respond to of 64865

SUN is the "must-own" stock of the Internet age... theinternetanalyst.com "...MICROSOFT (MSFT) may have been the stock to own in the PC era, but SUN is the "must-own" stock in the Internet age. SUN MICROSYSTEMS has become a franchise Internet infrastructure stock. Its equipment has become the de facto standard at many service providers, including telcos, ISPs, ASPs, and Web-hosting companies..." "...SUN always believed that much of computing and software would ultimately be outsourced the way that telephony and utilities are today. Users won't have to deal anymore with the complexity, cost, and required expertise of computing. Java, which allows not just data but executable programs to easily be sent over networks, will enable people to access an exploding array of Internet services whenever they want and without having to keep and maintain complex software on their desktop. "MICROSOFT's vision was to put a mainframe on everybody's desk," says Scott McNealy, SUN's chairman and CEO. "We want to provide a dial tone for the Internet. Our companies couldn't have more different visions." SUN would like to offer the hardware and software needed to build out the Internet's "Web tone." The company had this early vision and is now reaping the rewards of sticking to it..." "...In appraising SUN, investors should focus on revenue and not earnings per share. The opportunities in front of SUN are huge. SUN's selling, general and administrative expenses and its research and development spending represent more than expenses, they are investments. SG&A puts more sales people on the street to meet demand and improve service. R&D expenditures improve its Solaris, Java and Jini software and its Sparc family of microprocessors was well as other revenue generating technologies. This strategy will also enhance its competitive position in the long term." Ralf