To: Alok Sinha who wrote (6579 ) 1/8/1998 4:40:00 PM From: cfimx Read Replies (3) | Respond to
sunw performed in 1997 (the company), the stock did about what the average large American company did in 1997, because HP and DEC were asleep at the wheel-which I didn't anticipate. They have woken up and 98 will be much tougher for all of them. With all due respect sir, you are making the classic mistake of stating what NT is now, and not what it will likely become. That's classic. You can't talk about what is happening now. You have to look ahead one two years. You know that investors already factor in what NT is now vs sunw. So it doesn't do much good to say NT doesn't scale, it's not used in mission critical, etc. I know that, you know that, and investors know that. Recall that sunw and msft are in GROWTH areas. That means that as investors, we need to figure out what is in the mind of the NEXT customer who will by or replace high end computer gear. What is he thinking? What is he likely to deem important in six months to a year or longer?
