Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: DiViT who wrote (55323)	1/18/2001 2:03:55 PM
From: Charles Tutt	Read Replies (3) \| Respond to of 74651

Time will tell. I've got my money on Sun. You obviously disagree. That's what makes a market. I don't dispute that Microsoft has been pretty successful on the low end. Sun says they're going to attack that part of the market more aggressively. I believe them. Meanwhile, Microsoft says they're going to attack the high end more aggressively. But they've been saying that for years. I don't think they have much credibility in that regard. JMHO. Charles Tutt (TM)

To: DiViT who wrote (55323)	1/18/2001 2:08:42 PM
From: David Howe	Read Replies (1) \| Respond to of 74651

<< Sounds like Sun acknowleding what others have been saying, that PC component based servers are destructive to high end, high priced servers of all types. Why else would they have over spent to buy their way into the market? Don't fret though, I think Sun's numbers will be fine THIS quarter. JMHO >> DiViT, It may be just your opinion, but I think you've nailed it. SUNW growth is max'd out in the top-end arena and they're desperately trying to grab some of the volume market. I'd be concerned if I was a SUNW investor. This Qs expected EPS and stock price MSFT .47 and $55 SUNW .16 and $34 That doesn't add up especially if you consider that SUNW's growth spurt is most likely coming to an end. And, MSFT is just about to begin an acceleration of growth. Looks like MSFT should be about $75 and SUNW should be about $25. IMO, Dave