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

To: Michael F. Donadio who wrote (11434)	10/28/1998 5:41:00 PM
From: Byron Xiao	Respond to of 64865

<Addi, where are you?> I think you can find Addi in the LSI thread, at least that was the last place I saw him. Apparently, he's not doing too well with LSI. But to tell you the truth, it sure was a LOOOOONG wait for SUNW to break out to this level. I have been waiting for 15 months for SUNW to get to 60, and hopefully, that won't be too far ahead. Wall Street begins to "recognize" SUNW? I don't really think so. Wall Street recognizes companies that turn out good results year after year. SUNW had a great quarter in turns of revenue growth and order growth, that's why it's getting rewarded now. Java, Solaris 7, Jini... sure sound nice, but look at SGI 3 years ago, they got a lot of good products then, and where are they now? SUNW is just taking real advantage of Window NT (I should say Windows 2000 now) delay. It will be interesting to see what will happen in late 1999 when Windows 2000 come out. How much of the current UNIX market will Windows 2000 eat into. I think the decision for adding a smart card to run MSFT's apps on SPARC will pay off big in the long run. It will keep some customers who are currently using SUNW box but might switch to WINTEL when Windows 2000 come out from doing so. After all, adding a smart card should be much cheaper than buying a WINTEL box. But I am wondering how would the windows apps performance running on the smart card comparing to the performance of these apps running on WINTEL. As I see it, the big advantage of Windows over Solaris is in the amount of apps available. If any windows apps can be run on a SPARC, then Windows have no advantage anymore. I think SUNW is going in the right direction. But I would like to see them doing more cooperation with MSFT, after all, MSFT is here to stay no matter what. The goal for SUNW is not to have more INTEL boxes running Solaris, the goal is to convince more NEW customers to buy SPARCs which can run both Solaris and Windows apps on them.

To: Michael F. Donadio who wrote (11434)	10/30/1998 11:47:00 PM
From: uu	Read Replies (5) \| Respond to of 64865

Hi Michael: > Addi, where are you? I know you've been living in semiconductor purgatory for a while... Yes, I have been in the semi land and have suffered greatly for being there for the past 4-5 months or so! However things have changed now (or at least they seem to be). As for SUNW, after selling 90% of my almost 4 year old SUNW shares earlier this year in the $46-$47 range and shifting the money into the semi and PC stocks (and some highly speculative stocks!), I have bought 50% of may shares back with new money (at $40, $49 and mostly $52). I plan to add to my shares again. It seems SUNW is finally getting the respect it deserves. I think the stock is a bit overbought at this time and a pull back to the mid to high $40's is possible. But I personally buy if the stock drops to below $50/shr. Sun just released a set of Java based speech recognition APIs and in my view that is going to cause a whole set of brand new startup and entrepreneurial companies. I think we will have a similar situation we had back in 95 when entrepreneurial spirit started to take over Silicon valley causing a new era for Sun Microsystems and its internet computing model. The next era for Sun and next generation entrepreneurs will be in voice and speech recognition (at least this is something I am very much excited about and see as the evolution in internet computing). Anyway, we are living in very interesting times. Regards, Addi Jamshidi