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

To: Babu Arunachalam who wrote (7536)	2/4/1998 4:35:00 PM
From: Dermot Burke	Read Replies (1) \| Respond to of 64865

Look but don't laugh:http://www.cnn.com/TECH/computing/9802/04/belgium.gates.ap/

To: Babu Arunachalam who wrote (7536)	2/4/1998 5:40:00 PM
From: E_K_S	Read Replies (1) \| Respond to of 64865

Hi Babu - Analyst Pooh-Poohs Netscape-Sun Takeover Rumors (02/04/98; 4:15 p.m. EST) (http://www.techweb.com/investor/story/INV19980204S0007) From the article: "..."There has been a tremendous amount of market speculation about these guys," said Bill Burnham, senior research analyst at Piper Jaffray. "But I think it's more speculation than truth. A lot of this is people just spinning tales, although I don't think anybody would be surprised." ====================================================================== You raise some very good points but it really comes down to the price Sun Microsystems would pay. Netscape has about 90 million shares outstanding. I would want Sun to pay little or no premium and the combination would have to be accretive going forward. I doubt this is possible. However if so, it would be a great fit and provide Sun an excellent opportunity to build the premiere JAVA virtual machine platform using the Netscape browser installed base. I trust Sun's management decision what ever they decide. EKS