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

To: Neil Kalton who wrote (13534)	1/17/1999 8:52:00 PM
From: Howard Bennett	Respond to of 64865

Thanks I agree with you on the point that SUNW deserves a premium P/E multiple....but maybe for a different reason. If Sun can continue to forge agreements with other low tech companies and actually implement McNealy's much touted Java appliance idea -- this could mean additional revenue for FY00 and beyond. At this point the Java appliance concept is (it seems) just that...a concept. I know that it is not popular to suggest that Sun is going to face stiff competition from Win NT Server in the internet server arena....but that is one thing my friends at Sun tell me is most worrysome to them. Solaris (Unix) is not the easiest platform to develop and maintain applications. For some Information Systems Managers -- Win NT might reduce the number of staff required to develop/operate/maintain their systems. On another note....anyone who has used Solaris (like me) is aware of the Unix Haters Handbook. One of the authors of this book (one of Solaris's principal architects) actually quit Sun because he didn't feel confident that Solaris would be robust enough (it has been hacked to death) to carry Sun into the future. Perhaps he was being overly dramatic. I dunno.