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

To: Kashish King who wrote (6507)	1/5/1998 1:45:00 AM
From: uu	Read Replies (2) \| Respond to of 64865

Rod: You state: > The death knell for Microsoft's monopoly has already sounded. In the words of Forrest Gump: "Monoploist is what a monopolist does"! If you continue to think of Microsoft as a desktop PC only vendor, yes, Micorosft indeed is in a danger of losing its capability to generate most of its past impressive revenue! However, Microsoft has changed (and is changing as we speak)! Microsoft will be one of the great beneficieries of Sun's new computing model (thin client, server centric architecture). And in fact it may come to monopolize a huge sector of the market because of this new computing model. 1. Windows NT will be a huge success. Not as a standalone product and/or its idotic DNA technology, but its part as a componet of a server centric architecuture. NT is the best OS working in a cluster of middle servers in an "n tier" computing architecture in which the backend servers consist of one or more clusters of UNIX servers. 2. Microsoft is aggressively becoming a dominant player in the media and telecommunication sector of technology. This is where Sun's thin client/server centric computing model will travel (at the consumer level). In a way it will become in control of the high ways on which the thin client computing will travel (by putting a toll at the entrance to these highways)!! 3. Despite all its shortcomings, Microsoft continues to provide the best software development tools. And believe me I have tried all and every single software tool there is for the past 15 years. Microsoft has perhaps the best tools in the market overall (i.e. considering all factors of "ease of usability", "performance", and "memory management"). Once they start dancing to Sun's every wish as far as Java standards are concerned they will continue to have the largest market share of Java development tools. Microsoft's earnings and revenue growth, however, will be minimal from this sector compare to the previous two items stated above, IMHO of course! I am a hard core Sun believer as it contimues to be my number 1 portfolio core holding, however in my opinion it will be absolutely naive to ignore or downplay Microsoft's role in the new Computing model as defined by Sun. Microsoft is not the evil empire as most come to think of it these days! From an investment point of view if one would like to have impressive returns, IMHO, one should buy as many shares of MSFT as he/she can under $125, because by the end of 1998 Microsoft will be at the beginning of its all time highest revenue/earnings generation era! As always just my humble opinion! Regards, Addi Jamshidi