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

To: Tony Viola who wrote (10775)	8/6/1998 7:42:00 PM
From: M CAHILL	Read Replies (1) \| Respond to of 64865

Netscape released the source code to their browser. How has this and freeware operating systems being available changed things? Also what is the difference between say a language like Ada or Modula2 and Java?

To: Tony Viola who wrote (10775)	8/7/1998 12:46:00 AM
From: The Ox	Read Replies (1) \| Respond to of 64865

SUNW may have sold for a lower PE,but when compared to the growth rate, SUNW sells at a much lower multiple then IBM. PE to growth rate, I believe that's what JDN was referring to. Right JDN?

To: Tony Viola who wrote (10775)	8/7/1998 12:59:00 AM
From: Homer	Respond to of 64865

It appears IBM has the weaker hand. "Let's face it, you SUNW longs just want a big premium on your stock" EXACTLY. That's why we're long SUNW. techweb.com International Data Corp.'s (IDC) first quarter 1998 report on the Unix market HP had overtaken IBM in the midrange Unix server market, The 24 percent market share helped HP overcome Sun's lead on the very high- and very low-end of the Unix market to give HP 23 percent of the overall Unix market in the first quarter, compared to Sun's 21 percent and IBM's 16 percent. HP's growth came at IBM's expense. IBM's piece of the pie shrunk from a dominant 24 percent in 1997 to 16 percent. "IBM was fighting pricing pressures on an older product line, and the RS/6000 hadn't been refreshed for a while," said Steve Josselyn, director of research for commercial systems and servers at IDC. "They just introduced new products to combat some of the holes they had in the line. It will definitely help stabilize this slide we saw in the first part of this year." Unix's 17 percent growth over the first quarter of 1997 shows it remains strong in the face of Windows NT's growth. "NT is not scalable enough, and the mainframe isn't capturing these new application-growth areas," said Jay Bretzmann, vice president of worldwide systems research at IDC .