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

To: Pierre Aydin who wrote (6120)	12/11/1997 9:23:00 PM
From: Babu Arunachalam	Read Replies (1) \| Respond to of 64865

> MSFT would probably go up few points tommorrow, all these stupit > analyts will put a positive spin on it, nobody have the guts to > downgrade MSFT, it's in every mutual fund that out there so analyts > don't want to disturb their relationship with their clients. If it > was any other company it would drop like a rock. Nothing is going to affect Microsoft stock as long as all the mutual funds and big investment houses have faith that Microsoft will meet their expectations every quarter. With 9 billion in cash it won't be difficult for Microsoft to meet earnings with clever accounting (I may be wrong here...someone wiser could clarify whether it is possible to hold back earnings and funnel it later). The one quarter when Microsoft fails to meet expectations is the one when Nasdaq will have another Black Tuesday?? If Microsoft falls every else is going to fall along with it (Remember Microsoft is the most admired company in America). In my mind the only thing that can shake people's belief in the Microsoft magic is when their earnings decline. Even if they don't have the best technology it probably won't matter. SUN on the other hand doesn't really care so much about Microsoft. It never competed against Microsoft but it's Microsoft that's competing against Java. As long as SUN keeps churning out their inventions they're going to do great and probably one day displace Microsoft as the darling of the Wall Street & the people of America. I don't think SUN can derail Microsoft but it could slow it down and take it's place. If you are wondering what any investor has to care about the Microsoft case, it's that your portfolio is going to sink if Microsoft sinks?? JMHO