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

To: Michael Watkins who wrote (9389)	4/30/1998 8:59:00 AM
From: Jean M. Gauthier	Respond to of 64865

Hear Hear !!! Let's leave microsoft out of it, they do not really compete in the same markets really, there's an overlap, but that's all. What about DEC, ComPaq, HP and IBM. What are their strenghts agains SUNW ?? Take care Jean

To: Michael Watkins who wrote (9389)	4/30/1998 4:23:00 PM
From: Punko	Read Replies (1) \| Respond to of 64865

Now that Netscape's out of the way, Microsoft has Sun and Oracle in its crosshairs. If Sun cares anything about the mid to longer term, they'll be wise to go after Microsoft every bit as aggressively as Msft is going after Sun. For Sun to assume that Microsoft is in a substantially different business is to me unfathomable. If I had even the slightest suspicion that this was so, I'd liquidate sunw immediately. Like it or lump it, Microsoft is the evil empire that wants to take 80% (short term...100% 2-3yrs out) of the market for enterprise operating systems, and if they succeed, the path of least resistance for their customers and developers will be intel-based hardware, where Sun has no competitive advantage. In other words, This would severely slow down if not destroy Sun. Sun is extremely competitive in the Unix world. The likelihood of Microsoft hurting Sun is a whole lot greater than some other Unix vendor doing it. The paranoia is justified.