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

To: Dale J. who wrote (12669)	12/15/1998 4:45:00 PM
From: JDN	Read Replies (2) \| Respond to of 64865

dear Dale: I am betting SUNW will close at 82 or higher tomorrow. Whats your bet? JDN

To: Dale J. who wrote (12669)	12/15/1998 6:19:00 PM
From: QwikSand	Read Replies (1) \| Respond to of 64865

No, Dale. I don't believe in "all good about SUNW", or rah-rah for its own sake. I myself have put up many pessimistic posts about Sun's execution, especially on Java and Network Computers. I would never post a "Gee, we're at 82, nyah nyah" message. Any time someone has a substantive contribution to make to an investor's understanding, be it positive or negative for the stock, it's good for the investor. For example, today somebody said "How are SUNW revenues going to rise to justify the current valuation?" That's an intelligent question about a genuine problem. I worry about it too and would like to see it discussed openly here. You yourself said that the Sun-Oracle announcement sounds like fluff. Actually, I'm also worried about that, based on several historical factors including how well (or poorly) both Sun and Oracle have managed strategic partnerships in the past. I'd like to see that discussed openly here too. What I don't like is the opposite of rah-rah for its own sake: Sun-bashing for its own sake, where everything Sun does is wrong no matter what it is. That's what you do, Dale, and that's why you're not worth listening to. You got it right about Sun and Oracle today not because you know anything about the situation, but rather because if you flip a coin and call 'tails' every time, you're going to be right 50% of the time. The concept in the Sun/Oracle announcement is a good one. The execution is where the danger lies. You mention Xeon as a competitive factor -- but the only interesting difference between a Xeon and a Pentium II is the price tag. You try to make a scary thing out of an HP server announcement -- but the only trend is Sun kicking HP's ass in server market share. You say Windows 2000 is a major factor for 1999 -- but it most probably won't ship in 1999, will probably be a flaming disaster when it does, and will be 32 bits no matter what. Dale, you're just making standard random Sun-bashing, pro-Microsoft noise. You're just repeating the Wintel party line. Not very original. As for Microsoft, I'm a MSFT shareholder. Have been for 6 years. Done quite well, thank you. And I expect to continue to do quite well. That doesn't mean I believe everything they say, because most of what they say isn't true...that's part of their culture. Optimism has its place. Negativity has its place. Partisanship has its place, objectivity has its place. Knee-jerk bashing's a real drag. As for knee-jerk enthusiasm, well, this is the SUNW thread; here is where it gets to be overlooked. Regards, --QwikSand