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

To: cfimx who wrote (5037)	10/21/1997 8:23:00 PM
From: Peter Shaw	Respond to of 64865

Twister, As this is the SUNW thread, I won't belabor the MSFT point any more than to say that their model going forward will probably not uphold the same margins as experienced now or in the past few years. Media companies don't compare with software companies, and that's what MSFT is morphing into (slowly). As I see box sales being weak in 1998 due to the impact of Y2K, that will impact the royalty stream for pre-installed OS's and Win 98 will be a yawner. NT5 should continue strong, however. SUNW is facing the same corporate expenditure issues, but in a world of constrained IT budgets, the thin client concept may recieve more attention if upgrade $ are procured. We should see a slew of new apps to run in that environment. I think the evolution of the internet will keep server demand strong as well. The Far East should emerge from their current problems sometime in late 1998, and that will bode well for mission critical systems to support banking as the smart card revolution gains steam. Lots of room for SUNW to execute successfully in a broad range of emerging technology solutions. This is not the workstation company of the past, but a leader in the wave of innovation. I'll go on the record of saying new highs for SUNW stock in the next 24 months, as opposed to your climactic top already having been put in. That's 20% growth/year...nice work if you can get it. Although, with expectations of continued 30% market gains from the general public (that was the polled figure, wasn't it?), 20% would pale in comparison! ;-) Cheers, Peter Shaw