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

To: SSS who wrote (7727)	2/13/1998 11:01:00 PM
From: tom jones	Read Replies (1) \| Respond to of 64865

To all: SUNW valued at $77 For what it is worth. Enter SUNW vectorvest.com Tom

To: SSS who wrote (7727)	2/14/1998 3:05:00 AM
From: John Chen	Respond to of 64865

SSS,re:"wintel workstation". Sooner or later, EVERY PC will be a workstation. IBM is making load of money, I'm sure it's not from the PC/wintel workstation division. The analysts just BORROWING MSFT to beat sunw up/down. Looks like ML's short term buy recommendation expired. The writing is on the wall, "citing somekind of concern, downgrade sunw from short term buy to near term neutral" or something of that nature will be announced by ML or somekind of upgrade/downgrade clearing house. If you need load of money to retire, join the game. Otherwise, hold it if you have and accumulate when more downgrad comes. What might happens is that now that everyone can enjoy a cheap PC, they will see most of the time, they are 'networking' or 'surfing' and the tools on the net is pretty cool. This should create a lot of business for 'indurstry strength servers and workstations' from sunw, not the 'home-user strength'. But MSFT has people on its side, the U.S/world households pretty much funding the MSFT R&D, someday they will catchup. I have a feeling they are secretly pulling stuff from here and there to beef up their OS. The apple/steve job's investment was most likely for the software technology. It's a trait of MSFT nowadays that, it can pretty much pick the area and kill/buy the technology due to its monopoly. Look at netscape, it's pretty much give-up. But don't confuse sunw/msft, they are different company. They are trying to cross each other paths and NOBODY is going to die. Again, look at IBM. There are much more business than 'DESK top computing'. I think the client-server computing model is taking hold and ready to replace the old model (except for home-PC). Watchout for Linux, it's real and cheap. The good part is, a lot of good stuff can be had for FREE. Unlike winXX, the OS is cheap but everything else is expensive. Just need someone push and organise a better 'marketing/sale' team. I read a freind's Linux Journal, it's really exciting. I'm sure the PC guys thinks it's too hard to use. Wish sunw lot of luck and succes. It will be tough to fight those 'vapor-ware(hard and soft)'. With every PC being labelled as workstation, sunw/unix will be minisculed. But remember IBM, still prospering without any good 'workstation strategy'.