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

To: Alex Chun who wrote (12617)	12/14/1998 3:13:00 AM
From: QwikSand	Read Replies (1) \| Respond to of 64865

Well, that's an interesting point. The prohibition MSFT violated is against tying, not bundling. Bundling's legal, and this deal is bundling, not tying. These new database machines, if they really happen, will never be the only choice that Sun offers its customers. They aren't an ultimatum, they're just another product in the line. If somebody still wants to buy a regular Sun computer with Solaris and run Sybase on it, Sun will sell it to them. Still this is bound to piss off IFMX and Sybase (do they still exist?) and any other DBMS vendor whose lunch Oracle is eating. Microsoft won't help them...so where will they go? Maybe SCOC (ggg)? The reaction will be interesting from the DBMS vendors and especially from Compaq, Dell & co. Meantime I hope there's not too big a hit today because of the impeachment. But there probably will be. Regards, --QwikSand

To: Alex Chun who wrote (12617)	12/14/1998 6:41:00 AM
From: Alex Chun	Read Replies (3) \| Respond to of 64865

If Sun opens sharply higher this morning, I think traders (of which I am not one) would do well to sell into the strength. Why? Because - The Oracle news is already stale. It came out on Friday. So excitement will be tempered even as trading begins. - The deal was signed some time ago, so it's had plenty of time to leak. Therefore, news of the deal may already have been discounted (i.e. factored into the stock's price). - Sun had a huge runup on Friday, possibly due to people buying on inside information. Further evidence of discounting. - Even if the Oracle initiative is successful, it will take some time to bear fruit. In the meantime, the picture will develop and there will likely be better buying opportunities along the way. - Overnight orders are suspect, amateurish. Pros will look to trade against them. Well, there you have it. I've certainly stuck my neck out, haven't I? -Alex