Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: gdichaz who wrote (8552)	3/25/1998 9:35:00 PM
From: Carmine Cammarosano	Respond to of 64865

"It would appear that Java is slipping out of Sun's control" said Ron Rappaport, analyst with Zona Research Inc..." What did you or anyone think of the IBD article on page A8, today: "Sun controls the specifications," Beyers said. "To participate, companies have to provide input and grant their technology advances back to Sun. That's not an open standards process...."

To: gdichaz who wrote (8552)	3/25/1998 9:38:00 PM
From: Scotsman	Read Replies (2) \| Respond to of 64865

I think the basic problem with Sun is that there are several unknown factors involved which are basically keeping the analysts from supporting the stock. Some of these factors are: Sun is sueing MSFT, and probably HP. Wall street generally doesn't like these as the outcome is unknown. Remember the suit involving Apple vs MSFT over Windows? When the courts ruled that MSFT had the right to basically copy Apple, that was the death knell for Apple and the launching pad for MSFT. The same principle applies here. Java is still an unknown quantity. It looks good, but will it be ruled exclusively Sun's? MSFT is a juggernaut with loads of money. They can slowly take the market over just by stalling Sun and using their size to force their will on the consumer, as they have before. Not many would have the courage to bet against MSFT MSFT is one of the largest holdings of all mutual funds. Since there is a herd instinct on Wall Street, this fact will support MSFT over Sun. In the short term, ie over the next 2 years Sun should do well with the server market, but the real question will be Java. So we will see.