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

To: Charles Tutt who wrote (10247)	6/29/1998 12:42:00 PM
From: John Donahoe	Read Replies (1) \| Respond to of 64865

RE: "I think the perception that Sun must necessarily lose is incorrect, and that at worst both camps will survive;....." I agree with your assessment. SUNW has very good products. As soon as Scott gets off the anti-MSFT warpath I will begin accumulating shares in his company. JD

To: Charles Tutt who wrote (10247)	6/29/1998 3:13:00 PM
From: cheryl williamson	Read Replies (1) \| Respond to of 64865

Charles, I agree with your post, but I would tend to be a little less charitable toward the tech-stock analyst. To me, "taking on MSFT" is a code-phrase for "raining on our PC parade". SUNW has the audacity to not roll over & play dead (e.g. re-market NT), so the dweebs on Wall St. aren't going to bestow any of their largesse on SUNW. I met an equities-broker at a party who fed me the same b.s. & I had to, politely, tell her that she would do much better with her own research instead of repeating the party line. She walked away in a huff. Anyone with half a brain can see that most of SUNW's business has nothing to do with the PC Cartel, and it won't for the forseeable future. Where the markets intersect, SUNW will be a tough competitor. The balance sheets bear this out, already. Wall St. doesn't see the balance sheets, they see recalcitrance and tough competition. They don't like the NC initiative cutting margins on PC's. They don't like McNealy's tough stance against caving in to inferior products. They don't think Java will replace Windows & don't care that desktop computers only account for 2% of the microcomputer market. I can almost hear the talk: "McNealy's got a big mouth, so let him struggle... we'll just wait & see. If he thinks SUNW is such a great idea, let him show us, then we'll get interested. Till then, I'm buying DELL." Whenever two boxers get in the ring, one of whom is the champ. The champ gets the benefit of the doubt, & all the calls from the ref. The challenger will lose if he fights to a draw. He has to beat the champ. In this case, the champ is Wall St. arrogance vs. the challenger, SUNW excellence.