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: Michael Watkins who wrote (9320)	4/27/1998 12:48:00 AM
From: E_K_S	Read Replies (1) \| Respond to of 64865

Hi Michael - A good summary by both you and Haim regarding blown opportunities by so called "industry" leaders or perhaps just an excellent plan neatly implemented by MicroSoft. Here is another interesting observation that I agree with but I am still not clear how it will all eventually shake out. I still see SUNW and IBM as excellent partners long term. Also, keep your eye on CISCO and Lucent as other major players to watch when the end game eventually begins. Message 4207652 ===================================================================== As the link suggested, there will be quite a bit more consolidations as the enterprise infrastructure matures. I believe SUNW is one of those companies that offer a good risk reward profile. I find their fundamental valuation (PE and growth history) attractive and their technology development record better than average. Only time will tell if SUNW "...May have blown an incredible opportunity...". This investor continues to remain bullish. EKS