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

To: High-Tech East who wrote (7382)	1/28/1998 4:35:00 PM
From: William T. Katz	Read Replies (4) \| Respond to of 64865

I shorted Sun today at $49 [small position]. Why? 1) Still well valued despite tech sell-off. 2) Greatly increased competition in servers will come from Wintel camp. This includes Alpha chips and, in a year, Merced. 3) Sun is looking increasingly like Apple in the battle vs the borg (MSFT, INTC, DELL, CPQ, GTW, etc). They will join SGI in the former UNIX greats by year 2000. The borg infiltrate the lower price market then move upwards until you are only making money at the ultra-high-end. But you can't fuel a great growth rate while losing the bulk of your revenue even if you are growing the high-end. Having good tech doesn't prevent your assimilation by the borg. 4) There is huge amount of resources going into making NT a robust server OS. At no time did the same amount of $$ go into any variant of UNIX, therefore the arguments about UNIX maturity (and time that NT needs to be developed) may be flawed. 5) JAVA is great but it is far from the write-once, use-everywhere dream. And even if it does great, that doesn't automatically translate to more than SUN licensing revenue. MSFT (+ SYMC + BORL) Java development tools and VM isn't too bad. 6) General market conditions. Asia looks lousy, yet SUN is back near its highs. I read the excerpts in Newsweek re: Monica tapes ... I think there is a good chance Clinton goes down and when that happens ... Cons to my position: 1) Sun has good tech and has generally proven system for large-scale servers. 2) Sun continues to drop price points to be generally competitive with NT. 3) JAVA notion keeps Sun in investor mind. They get licensing money. 4) Good management. 5) Analysts love Sun. [Not sure if this is a pro or con] --> Plan to put in stop limit at $53 since there seems to be substantial resistance at $52 level. Thoughts? -Bill

To: High-Tech East who wrote (7382)	1/28/1998 5:25:00 PM
From: Bald Eagle	Read Replies (2) \| Respond to of 64865

RE:Twister He may be a disgruntled former employee, but I have to disagree with you on the logical arguments. He does have some good logical arguments. Also, he was right about predicting an MSFT/DEC "lovefest". It was on CNBC this lunchtime. On reading the last few posts on this thread, everyone is getting so bullish, I feel that SUNW is heading for a decline soon. BTW, I am neither long or short on SUNW right now. I will be a buyer on a decline to below 40.

To: High-Tech East who wrote (7382)	1/28/1998 10:39:00 PM
From: cfimx	Read Replies (1) \| Respond to of 64865

Mr Wilson, I am not a former employee of sunw. I could never get a job there ( I don't think they would EVER hire me. Msft wouldn't either). I think you should really really really read my posts carefully. Every six or seven posts, I will say something really PROFOUND and you will learn something about msft, intc, sunw, and the future of computing. The other five or so posts. I am usually defending twister's honor or pointing out another poster's immaturity. PS: I feel so lucky to have reserved this name. I think it is one of the best for a stock bulletin board. It has so many different meanings to different people. And I guess cause I got in early, I don't have to pay anything. I hope I can keep twister FOREVER. Hey, maybe I could auction it off like a domain name. Btw, I am quite flattered you have counted my posts!! That really says something!!