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: harrypolo who wrote (5303)	11/1/1997 5:50:00 PM
From: uu	Read Replies (2) \| Respond to of 64865

Harry: You state: > pardon me but you seem to have done a complete about turn on > Sun. On the contrary I am more bullish now on SUNW than I have ever been. And yes I have changed my mind on MSFT as I believe Microsoft will soon come around Sun's way of thinking and they can win also (via their Web TV, NT servers used as a middle tier in conjunction with a cluster of UNIX servers, and their aggressive attempt to dominate the telecommunications and media industry which in my opinion are the highways on which Sun's thin client computing model will be travelling). Although I have to say from percentage return from an investment point of view SUNW from this point will, in my opinion, out run MSFT. Neverthelss I like to be diversified in the new age of computing and I believe MSFTwill also gain. You state: > both companies are in for a bit of a slowdown in 98 and after that > who knows. On the contrary I think 98 will be a great year for both companies (for Microsoft perhaps starting mid 98). This will especially be true if indeed the South East Asia is economically in not a great situation!! I know this may not much make sense at surface, but I strongly believe the Hong Kong/Asia situation (even if considering the worst - which I think is badly overblown - that the sky is falling on them) will actually boost the sales of companies such as Sun, IBM, HP, and MSFT alike. To avoid repeating myself please see: techstocks.com Regards, Addi Jamshidi