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: John Chen who wrote (6368)	12/22/1997 8:03:00 PM
From: uu	Read Replies (1) \| Respond to of 64865

John: > Addi: "Trouble". I think you will be in 'little trouble' with your MSFT for awhile. Just on paper, unless you are wheeling and dealing. Oh yes. The silly law suits and all the scary hype surround it, will cause MSFT to go down perhaps in the very short term (and add to that the possibility of a slow revenue and earnings growth for this quarter and probably next quarter, and the chances of MSFT being hit by as much as 8-10% are very likely). But I am not concerned about that at all. At the end MSFT will be dancing around Sun's every little wish, its IE browser will become optional (who cares, it really does not matter), and things will be OK. Meanwhile I am planning to buy more if it drops to the $118 level. Despite the fact that SUNW will offer a much much higher return than MSFT (percentage wise), one can not simply ignore MSFT in the new computing model. Microsoft at $118-$130 will be a bargain of a life time, the same SUNW being is a bargain in the $30-$45 range! Regarding "wheeling and dealing", I have never been a trader, nor will ever be, nor have any desire in being one! I am what you may call your typical boring buy and hold till target price is met type of investor! As always just my humble opinion. Regards, Addi Jamshidi