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

To: Andy M. who wrote (7645)	2/10/1998 4:41:00 PM
From: cfimx	Read Replies (4) \| Respond to of 64865

Andy, I never suggested that the perma bulls haven't made money. But they would have made money with Vanguard too. I am suggesting that you will find many on this thread will be bullish at $70, if it goes to $70. In fact they will never be MORE bullish. And they will be bullish at $30, if it goes to $30. And if it goes to $20, back up the truck! The point is that they are acting as if they are in love with sunw, not like OWNERS of it. That's the Apple connection. THEY never wanted to hear bad news either. They SHOT the messenger too. The reason sunw's server business will be under pressure is because msft and intc have targeted this space in major growth initiatives. The two premier computer companies are targeting sunw. And they are making progress. Whether these people want to admit it or not, by the end of 1999, NT will be a serious threat to virtually every account sunw competes in. Look what HAS happened in workstations. Why can't that happen with servers? Why can't it?

To: Andy M. who wrote (7645)	2/10/1998 4:48:00 PM
From: Bull-like	Respond to of 64865

From the techweb.com Unix Won't Be Muscled Out By NT (02/10/98; 4:10 p.m. EST) By Lee Pender, Computer Reseller News Although Windows NT is gaining momentum, it will not extinguish Unix as a high-end operating system for at least several more years, according to analysts speaking at the Giga Information Group IT Research Exchange conference. Rich Fichera, vice president of Giga, said Unix and NT will continue to co-exist until Microsoft can prove NT 5.0 is a stable product capable of performing as a high-end OS. Jack Crawford, senior vice president and chief information officer of the Hartford Insurance Group, in Hartford, Conn., agreed that NT often does not meet enterprise scalability requirements. "That is the issue that has got to be fixed," he said. The move to NT is being fueled largely by non-technology executives caught up in NT's marketing hype, Fichera said. Robert Kiebel, new technology architect at Service Merchandise, in Brentwood, Tenn., said the move to NT within his organization has been spurred primarily by IT staffers who say they need NT to run certain applications. Kiebel said Service Merchandise is moving to NT, but will continue to run mission-critical applications on the Unix platform. Fichera also said NT's move into the high-end space might be slowed by Microsoft's own desire to capitalize on the potential high sales volume in other market segments. "The Microsoft financial engine is fed by the low end," he said.