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

To: Lynn who wrote (11612)	11/9/1998 5:06:00 PM
From: cheryl williamson	Read Replies (2) \| Respond to of 64865

Lynn, Don't worry. This is OLD news. HWP & MSFT have been at odds against SUNW since their marriage of convenience to re-market Windows NT. Neither company can hold a candle to SUNW as engineering companies, so they like to make a little noise every now and then to let everyone know they still exist & "just don't agree" with the Java standard. What they don't like is the prospect of SUNW cleaning up on Java licenses at their expense, especially MSFT. HWP is run by Casper Milqtoast (aka Lew Platt) who has difficulty walking & chewing gum at the same time. He is a neighbor of McNealy's and probably can't stand the constant ribbing about the inferiority of HPUX and its plummeting sales. If you're still concerned, watch the ruling coming out of the Java trial in San Jose. Judge Whyte is getting ready to rule on an injuction request against MSFT. SUNW should win. If they do, the HWP/MSFT alliance is even on shakier ground than it is now. cheers, cherylw

To: Lynn who wrote (11612)	11/9/1998 11:56:00 PM
From: Andy M.	Read Replies (1) \| Respond to of 64865

Lynn, That news bothered me a little bit too. What's interesting is that a few months ago that type of article about Java fracturing would have really shaken the stock. To some extent, I think Cheryl is right: this is old news, but I think the larger reason this hasn't shaken sun is that market sentiment has really changed about sun. Wall Street is no longer on the lookout for the last straw to send sun appleward. Now they have some breathing room with the NT 5 delay, and more respect. I do think this is bad news, and not easily dismissed, but sun is perceived as stronger now and the success of java is not seen as an essential quality of that strength. Andy