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

To: Scotsman who wrote (8554)	3/25/1998 9:45:00 PM
From: micromike	Read Replies (3) \| Respond to of 64865

Sun says Java rivals can't compete in market www5.zdnet.com Sun Microsystems Inc.'s top executives say they are ready to fight in the marketplace and, if necessary, in the courtroom against Java clones being turned out by Microsoft Corp., Novell Inc., and Hewlett-Packard Co. ---

To: Scotsman who wrote (8554)	3/26/1998 1:28:00 PM
From: cheryl williamson	Respond to of 64865

Scotsman, 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. You make some good points, especially about Wall St. herd instinct. I'm not convinced, however, that MSFT will be able to pull off a coup of the Java market by stalling SUNW with their intransigence. As MSFT acknowledges, their own Java VM is too big to fit in cell phones & set-top boxes (let alone Java Rings), and Windows CE doesn't scale & isn't compatible w/NT or Windows. They have substantial technical challenges in front of them as the market for computers & software changes to network-centric computing. SUNW is practically there. It will take some time to perfect Java & get the applications-mill going, but WORA is gaining momentum, big time, from some heavy-weights in the industry and from end- users alike. MSFT can't stop it, no matter what they try. As for the analysts & brokers: as some point they will stick their fingers in the air & figure out which way the wind is blowing, then rush to buy SUNW. Wall St. likes to pride itself in being able to anticipate the market through their "research" & great business acumen. I think all their talk is a bunch of bs. They're just like everyone else: they want a sure thing & right now they're to afraid to bet against MSFT. I'm convinced that MSFT knows how to make money, but they're not the all-powerful juggernaut people seem to think. SUNW shareholders have seen nothing but choppy trading since last fall, but when it comes to the stock market, things can change very, very quickly. I'm betting long & holding on. cheers, cherylw