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

To: brian z who wrote (11039)	9/9/1998 7:59:00 PM
From: cheryl williamson	Read Replies (3) \| Respond to of 64865

Don't kid yourself, brian. SUNW is eating MSFT for lunch. This is called integrate & destroy with the nice title "working with NT" thrown in to put a good face on it. NT is a piece of shit, and MSFT knows it. SUNW is taking advantage of its numerous shortcomings in order to sell its own servers, either on SPARC or Intel platforms. Little by little, NT customers will begin server migration to Solaris and leave Windows for the desktop. The seamless connectivity now offered by SUNW with Windows clients makes it easier & cheaper than ever for customers to dump NT servers, & they're going to do it. BTW, SUNW also announced a PCi board that will run Windows apps on a Sun box, not in emulation mode. SUNW isn't going anywhere but straight up. Buy the stock now while it's cheap & hang on to it (IMHO). cheers, cherylw

To: brian z who wrote (11039)	9/10/1998
From: paul	Respond to of 64865

I think todays announcments are mostly advertising since a black cloud on this stock has always been that somehow Microsoft's success would Mean Sun's failure and vice-versa. Sun servers interoperate very well with NT and the entire file system is transparent that you are on a Sun system vs a NT system. I think that Sun felt there was a long term threat that Microsoft would lock them out with some of their directory services strategy however. I have gone on record and repeat - NT is an excellent CLIENT for a Sun machine - (now you wouldnt think of using a gussied up home computer as a server would you?) you can reboot often without affecting the application and play computer games too - plus its better than win 98 - so what more can you ask for.

To: brian z who wrote (11039)	9/14/1998 10:44:00 PM
From: The Ox	Respond to of 64865

I disagree with your premise. SUNW will survive whether or not they embrace NT. At the same time, I am happy that they have changed their attitude toward NT. I believe that they will be able to make more money with their new direction. But lets not compare SUNW, a hardware company who makes the bulk of their money from Server and Workstation sales and MSFT who makes the bulk of their money from OS and application software sales. Software, as a general rule, has much higher margins. JMO, Michael