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

To: uu who wrote (8113)	3/8/1998 1:51:00 PM
From: Charles Tutt	Respond to of 64865

My understanding is that Solaris 2.6 is Y2K compliant "out of the box" +/- (I believe a couple of patches have been released to solve issues that have appeared since release). I also have heard that patches are available to make earlier releases compliant. Whether applications running under Solaris are compliant depends on the individual application vendors. JMHO.

To: uu who wrote (8113)	3/8/1998 2:08:00 PM
From: desert fox	Read Replies (1) \| Respond to of 64865

Hi Addi, Do you know which y2k solution providers sun microsystems works with? Since May of last year, my position in y2k has steadily increased due to increased investments but mostly because they have appreciated many times over. Last year, we had a small discussion on this thread about y2k problem and its effect on tech companies such as sunw. I applaud your strategy in increasing your money position for the next couple of weeks. For myself, I have been thinking about converting my sunw as well as other positions into y2k companies that I hold now or thinking about buying. I thought about selling, but the tax loss involved in the selling kind of outweighs the risk incurred for me in holding(unless I hold my y2k and sell my other stocks, sunw, csco, mrvc, etc) Anyways, since May of last year, I have seriously been thinking about the effect of y2k on all companies bottom lines. I have heard reports of major banks and other financial institutions underestimating the costs of remediation by 10's of millions and even over the hundred million marks for the total cost. Can you imagine the impact that will have on their earnings. When wall street begins to realize that and factor it all in, earnings revisions will be in order when they have to take into account the increased costs of remediation(a zero productivity expense). Some companies have taken it into account(and underestimate it) and some don't take it into account. As I said last year, more IT money spent on y2k is less money on IT equipment(i.e. SUNW products and services). If that is true, then techs as well as the general stock market will take a hard hit before 2000. Why am I still fully invested? (Take a look at the charts of cbsl, imrs, synt, imrs, mast, alyd) With the exception of alyd(my lone loser in y2k), they are many orders of magnitude higher than the other tech stocks I own. Other y2k stocks of note: kea, cbr, anly, chrz, tsri, tava, and the list goes on and on. This can't go on forever, but the investment approach to the y2k animal is totally different and too exhaustive to go over here. Again, as you did(sunw --> cash), I may do with sunw(sunw-->y2k) and have the majority of my holdings in y2k. Thanks for listening. df