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

To: E_K_S who wrote (11975)	11/24/1998 10:01:00 AM
From: JDN	Read Replies (1) \| Respond to of 64865

TO ALL: Would somebody please send an ambulance to Dales House? I think he passed out!!! JDN

To: E_K_S who wrote (11975)	11/25/1998 8:31:00 PM
From: E_K_S	Read Replies (3) \| Respond to of 64865

NETSCAPE-AOL A DONE DEAL - SUNW may have got the 'BEST' deal... Red Herring Online November 24, 1998 (http://www.redherring.com/insider/1998/1124/donedeal.html) From the article: "...AOL will purchase a minimum $500 million in Sun systems and services through 2002, while AOL will receive more than $350 million in licensing, marketing, and advertising fees from Sun, plus "significant" minimum revenue commitments, over the next three years...." "...That's a pretty sweet deal for Sun, which has had its eye on Netscape for some time. CEO Scott McNealy reportedly did not want to make an acquisition that would have had a material impact on his own company's bottom line. But the alliance with AOL-Netscape could definitely improve Sun's prospects. The combination of Netscape's browser and Sun's Java programming language would let developers create applications that can run on any platform, not just Windows. That could loosen Microsoft's current stranglehold on the software market..." ==================================================================== AOL will probably want SUNW to manufacture "set-top" JINI enabled boxes to be used as an AOL ready devise for subscribers. From the article... "...The deal gives AOL huge leverage over the cable companies and others that want to build browsers into set-top boxes and other consumer devices. These players would need to deal with AOL for the Netscape browser,which, if AOL stays true to form, would be closely tied to AOL's services. That could backfire, though, by driving those companies closer to Microsoft..." ==================================================================== Our management scored another A+ on a deal done right. It's a win-win contract and secures higher revenues and continued growth for SUNW. EKS