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Technology Stocks : Will SUNW bring down MSFT? -- Ignore unavailable to you. Want to Upgrade?


To: Daniel Schuh who wrote (833)11/11/1997 11:53:00 PM
From: marvin litman  Respond to of 878
 
Dan,

I don't know if that what he exactly meant in his article.

I think he was using MSFT as a great company to emulate. Of

course I could be wrong.

More interesting though is the ORACLE article (check sidebar

on same page). Thats were the SUN will shine.

Marvin



To: Daniel Schuh who wrote (833)11/12/1997 9:41:00 AM
From: Judd  Read Replies (1) | Respond to of 878
 
>>"In the future, we will all be Microsoft," Colony said. He said that
all companies will have to develop software with which to have
relationships with their customers -- and companies that can't
develop great software will be out of business. <<

Interesting paragraph! To me it says that we will all be Microsoft and the next sentence says that Microsoft will be out of business.
Very contradictory.

Judd



To: Daniel Schuh who wrote (833)11/12/1997 5:41:00 PM
From: Daniel Schuh  Read Replies (2) | Respond to of 878
 
Sun rolls out Java for Internet appliances www5.zdnet.com

That McNealy is indeed a wiseacre:

"Microsoft is not a monopoly," Sun Chief Executive Officer Scott McNealy told a gathering of press and analysts at Sun's campus in Menlo Park, Calif. "You do have a choice. There is an alternative. Microsoft is an alternative to us. . . . I'd like you to talk about the Sun monopoly. We all know that a rational consumer in the face of a monopoly will chose the monopoly. So we admit it, we're a monopoly. Microsoft is an alternative; they are a challenger, and they may someday knock us off our pedestal."

What a guy. I guess this story speaks to the "what about Windows98" question, though there's not much detail here.

Cheers, Dan.

P.S. As to the "In the future, we are all Microsoft" line from the Forrester Research article, that was just a joke, I took the line out of context. Presumably, the interpretation was that the "web" would replace Microsoft as a software "monopoly", I wouldn't push the point too far though.