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

To: Magnatizer who wrote (7523)	2/3/1998 9:27:00 PM
From: SSS	Read Replies (3) \| Respond to of 64865

< Digital's service group, while moving aggressively into the Windows world in the last few years, still carries substantial baggage from the days when Digital believed in proprietary operating systems. > i find it amazing that microsoft has managed to redefine terms like "proprietary". this is funny not only because NT is just as proprietary as VMS, but because NT is VMS. ...don't get me started on how they're twisting what "workstation" means. the sad part is, there are too many people who are swallowing this.

To: Magnatizer who wrote (7523)	2/3/1998 11:39:00 PM
From: Bill Oegerle	Read Replies (1) \| Respond to of 64865

The article about the Compaq/DEC merger was interesting... I am a long-time investor in SUNW (2/3 of my IRA is invested in SUNW) but about a month ago I bought some CPQ. I think it is an undeniable fact that PCs and NT will take a large share of the market and its profits in the coming years. I have no intention of selling my SUN -- I think it will continue to do very well in the high end server and storage market. But I am more interested in making money in the stock market than moaning about the Microsoft-SUN wars... I became interested in CPQ (pre-DEC merger) when I noticed that the financials for CPQ and SUNW were very similar -- both had P/E ~24, Price/Sales ~2, profit margins ~ 7%. So, why not own both? The Digital take-over happened only weeks after my purchase, and I am not sure what the short-term (2 year) effect will be... but I am cautiously optimistic that this is a good long term play. --Bill