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

To: cfimx who wrote (7794)	2/18/1998 9:22:00 AM
From: Charles Tutt	Read Replies (1) \| Respond to of 64865

Since you ask ... The FedEx story struck me as somewhat odd because I don't understand why they would drop the NC concept based on its immaturity, and then turn right around and embrace the (even more immature, IMHO) Microsoft alternative of Windows terminals. I'm going to reserve judgment until the story unfolds more fully, and that's why I didn't comment before. For all we know, FedEx may be merely playing the two camps off against each other in the hopes of negotiating a better price or quicker delivery; "we may very well choose PCs" and "if we were to make a decision at this point, we would choose PCs" doesn't sound like a final decision to me. Of course I do hope Sun ultimately wins the FedEx installation, especially in light of all the associated hoopla. It sounds like Sun will be providing servers either way, and that Java will have a role. JMHO.

To: cfimx who wrote (7794)	2/18/1998 12:34:00 PM
From: Babu Arunachalam	Read Replies (1) \| Respond to of 64865

News in that link is two months old. SUN's workstations sold 3:1 compared to HP. The link points out HP's emphasis on Unix for the IA-64 architecture. It's true that low end servers from Wintel are catching up but the high end still gets a good profit margin for both HP and SUN. Babu >>>>> Yes, they have been taking UNIX share from sunw according to Information week. Good point. techweb.com >>>>>

To: cfimx who wrote (7794)	2/18/1998 1:10:00 PM
From: uu	Respond to of 64865

Twister: > Do we not think this is as big a deal now to all of you, as it was when it was first floated? Addi, you too please. My cybcer friend and Mr. marketing specialist, it is true that at this time the FedEX deal seems to have given the Wintel camp a boost (as short lived as it can be). However, and please let me be specific on this, FedEX has not yet chosen any approach over another. Nothing is for sure yet and they are still studying various approaches. I will not read anything into the news yet. Up to now they have been studying the NC model, and now they are vewing the Microsoft's approach. It is , however, interesting that each camp puts its own spin to the news. But the reality is nothing has been decided yet. Now lets assume that FedEX totally rejects the NC approach and decide to go with sub $1000 PCs and the Microsoft approach. So what?! Some may call this a blow to Sun. Sure,, but is this the end? By no means. Have you recently looked up the number of startup companies in Silicon Valley and for that matter all over the country that come to life everyday and base their entier business plan and future on the new computing model as defined by Sun, as oppose to Wintel's approach? If you are a marketing person, I am sure you know of all the figures. And then you have companies such as Oracle whose corporate strategy is to bet on Sun's computing model, and IBM that has more Java work than both Sun and Oracle combined! None of these have yet resulted to any significant revenue and earnings. I do admit that. However, the trend has been established and it is only a matter of time. Assuming FedEX rejects this new computing model. So what? There are others, many others. Did you read the news on US West yesterday? Again it does not matter one contract lost or gained. What matters is the eventual trend based on the ease of use, lowest cost and highest productivity that a particular technology provides. In my view (and I am both a MSFT as well as SUNW share holder) Sun has a much superior technology which will eventually become "the" standard used by all. But remeber, and I get a feeling you keep forgetting this, as far as investment is concerned, SUNW, and MSFT are both tools via which we (the retail investors such as us - myself anyway) can make our wealth grow. As an investor I can careless wether Sun's technology is better or Microsoft's (i.e I neither love nor hate either of the companies). All I care about is which company has the highest potential of going up from here percentage wise. I have invested more (actually a lot more) into SUNW than MSFT (at this time anyway), and I may change that an hour from now if I feel the perception and/or fundamentals of Sun changes. However as someone who is involved with technology, I have come to fall in love with Sun's way of doing things and that I am most certain I will not change for a long long time. Regards, Addi Jamshidi