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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: mozek who wrote (8351)	6/9/1998 9:58:00 PM
From: cheryl williamson	Read Replies (2) \| Respond to of 74651

mozek, SUNW doesn't need to "cheat" & they don't. Benchmark test results are sales tools to make the product look good, like performance tests for autos. The company simply has a good story to tell and an undamaged brand. Customers will buy an entire package of products & services ("solutions" in sales talk), and sometimes, ignor the numbers unless they are really bad, and buy into the company. That is why MSFT is concerned about the future. SUNW won't replace all PC's with their products and isn't really trying. MSFT will sell into the low-end of the enterprise, mostly with NT workstations, and may even do quite well. Where there is a market overlap, SUNW will be very competitive. My advice to Bill Gates is to forget the high-end server market. You'll never make it. SUNW, just today signed another agreement with Intel (who needs SUNW's help), for IA-64 Solaris. SUNW will be actively pushing it in Asia where Fujitsu will be making the enterprise servers running 64-bit Solaris, whenever Intel releases the chip.