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

To: uu who wrote (9111)	4/16/1998 5:09:00 PM
From: Carmine Cammarosano	Respond to of 64865

Addi, SUNW is at 41 now...16:51...1000 shares...

To: uu who wrote (9111)	4/16/1998 5:25:00 PM
From: Iraj Masarati	Respond to of 64865

Iraj Hi Addi, I agree with you as well and that is why I sold my entire holding with a lost just prior to last quarter earning. I'm very bullish on SUNW future, but due to the market perception we might see a very good buying opportunity SUNW. But meanwhile, whenever, SUNW gets close to a price that I think is attractive then I sell naked put, so If SUNW does not go below that stock price then I get the premium, but If goes below that stock price then I buy it at a price that I think is attractive. This time I sold the APr40 put at $1.5, so base on today's earning report they will not be exercise and I have earn some money meanwhile. Regards, Iraj

To: uu who wrote (9111)	4/16/1998 5:29:00 PM
From: Tony D.	Read Replies (1) \| Respond to of 64865

Does anyone have any thoughts whether or not the rumor concerning Netscape is true? Assuming for the moment that it is, what are the potential ramifications for SUNW. My own opinion is that I don't see a great deal of synergy between the two. Financially, Netscape has been in the doghouse lately - how would that affect SUNW prospects? Thanks, Tony D.

To: uu who wrote (9111)	4/16/1998 5:53:00 PM
From: Riskmgmt	Read Replies (1) \| Respond to of 64865

Addi: Re, I am not planning to buy anymore unless I can get SUNW for under $38/shr. With Sunw at current levels you can probably write puts and pick up $1.50 to $2.00 I did this last month and was able to get a $1.50 for the $40 strike. This way if Sunw drops as you expect you get put the stock at $40-premium, in my case $38.50. If it is above $40 you don't get the stock but have $1.50-$2.00 towards the higher price. I found that this not only profitable but it helps to keep the emotions out of it. So often, I have vowed to buy at a lower price only to procrastinate when it does indeed go lower. Anyway, I enjoy your posts and wish you luck. regards, Ray

To: uu who wrote (9111)	4/16/1998 7:54:00 PM
From: Punko	Read Replies (1) \| Respond to of 64865

>> And in my opinion Oracles of the world can not show impressive revenues from their Java based server centric applications until Sun resolves the shortcomings of its thin client/server centric computing model technology. I don't think we'll have to wait for Sun to do much, Addi. Oracle's java based NCA Apps architecture is so technically (soon commercially) successful that they're abandoning their fat client 10sc architecture in favor of it for release 11, and they're doing this with Java 1.1! There is no noticeable difference between the two architectures other than the fact that one only requires a one-time 10 meg .jar download and the other chews up hundreds of Mb of disk space, scatters .dll's all over the place and relies on arcane .ini and .ora settings. The NCA architecture does require a pentium 133 with 32Mb to perform well, but it is incredibly bandwidth efficient. It runs very nicely over a 28.8 connection. Average consumption is about 2Kbps/sec. It scales at about 20 apps server users per NT cpu (40 per Solaris CPU). Coming attractions from what I've heard (within a few weeks): 1. JDK 1.1.5 compatibility. Brings cached .jar files. That way, the client downloads the 10Mb Java Forms runtime only once. Every new session from that point forward does not perform this download - unless an updated runtime is published to the apps server. 2. Support for Sun's Java Activator. Allows sysadmins to publish an Oracle apps compatible jvm to the apps server. Browsers equipped with the Activator code (implemented as a plugin in Netscape and ActiveX control in IE) will automatically download and install the correct JVM. This will support Netscape V3+ and IE V3+. 3. Enhanced reporting. Enterprise reports developed in Oracle's new Reports 2.5.5 tool will be transferred to the browser for viewing. Browsers can then run helper apps such as word or acrobat to view these reports. (PDF generation is supported by the new Reporting tool.) 4. Enhanced attachment support. Users can tie any document, image, etc. to key business objects such as Sales orders, purchase orders, invoices, etc...uploading and downloading/viewing using nothing more than the technology you get with your browser. ...Plus a few others that I can't remember... All of this with a level of scalability and reliability that a de-Hydra-ted Win-Terminal solution doesn't have a prayer of matching. Not bad for a thin client, eh?