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

To: David Howe who wrote (41200)	2/14/2001 4:39:41 PM
From: JC Jaros	Read Replies (1) \| Respond to of 64865

It's not an opposing view, David. It's a pollyannish view. It was an opposing view several years ago. Now it's just goofy. We've been listening to 'just wait until your father gets home' with regard to MS for more than 5 years now. Forgive me for getting the distinct impression that if daddy hasn't come home by now, he isn't going to. We know what daddy's up to via reading MSFT earnings statements and market share surveys which show MSFT spinning it's wheels and going nowhere. With regard to free software -- it's eating your lunch. There are more free nix Intel servers being deployed these days than W2k Intel servers. Did you not know that? On the MSFT Militia thread I talked less about free software and more about software becoming services. .NyET (thanks, Proggy) should be an indication for you that maybe things are indeed going that direction. And off of the desktop, away from the fulcrum, MS is *nobody's daddy. -JCJ

To: David Howe who wrote (41200)	2/14/2001 4:55:12 PM
From: Charles Tutt	Read Replies (1) \| Respond to of 64865

Everybody is entitled to their opinion. However, I think there are signs you are wrong. As I understand it (and I've been wrong many times before) -- IBM declared the death of the PC a year or two ago. They invented the thing, so I think they deserve some credibility. Dell, Compaq, and Gateway all seem to be emphasizing areas of their business other than desktops, and they all, along with HP, have indicated a softening of the PC market. I think Sun's growth rate exceeds the growth rate of PC servers, which implies that Sun is taking server market share away from PC's, rather than the other way around. Microsoft seems to be losing a lot of executives. If things were great, I doubt that would be the case. BTW, I think studies have shown PC's have a higher TCO than the alternatives. Microsoft's ability to leverage the OS in the future will probably be limited by antitrust concerns. JMHO. Do your own research and form your own conclusions. Certainly not intended as investment advice. Charles Tutt (TM)