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

To: John Carragher who wrote (14102)	1/30/1999 4:39:00 PM
From: High-Tech East	Read Replies (2) \| Respond to of 64865

My comments regarding the "Barron's" article you posted. A positive article for Sun - will not do any damage, and will probably help. My major complaint is that the writer, Richard Evans, has missed the real flow of what is going on with Sun in the short and long term - especially as regards "servers" - and also Microsoft. For example he says that Microsoft's ..... "industrial strength Windows NT system has made inroads against Sun's UNIX-based servers." This is misinformation, perhaps Microsoft misinformation. It is factually incorrect. Microsoft's Windows NT 4.0 is gaining market share at the low-end of the "workstation" business and to some extent, the low-end of the commercial "server" business . To say that this means they have made inroads against Sun's UNIX-based server business is pure bull-shit. Sun's Solaris is killing Microsoft in the midsize and large "server" business, and as far as Microsoft is concerned, it is going to get much worse for them. (a) Windows NT 5.0 now called Windows 2000, is late and getting later - look for full release by early 2000, maybe (b) If Microsoft can produce a brand new bug-free operating system in early 2000, I will be one of the first to congratulate them. They have never produced a high quality operating system right 'out of the shoot.' Any of you using Windows 98 - you know what I mean. By the way, I keep hearing of individuals reloading Windows 95 because 98 is such a pain. (c) Stay with me now - Windows 2000 is a non-event anyhow since it is still 32 bit. Sun's Solaris is already 64 bit. (d) Don't worry about Microsoft - worry about McNealy, Zander and everybody executing the business. Sun investors are going to make a lot of money on their stock in the next five years at least - my opinion only of course. ** By the way, 75% of all transactions on the Internet (the entire Internet) are processed on Sun "servers" - that's 75% - and Sun's Solaris is already tested, approved and ready to run on Intel's Merced - which itself is not yet complete. Microsoft's Windows 2000 - don't worry about it - my opinion only. ** Ken Wilson 01/30/99

To: John Carragher who wrote (14102)	1/31/1999 3:37:00 PM
From: Sonki	Read Replies (1) \| Respond to of 64865

john, thankQ for the Barron's article. i argee w. all the positvie points and disagree w. negatives. and that's all there is to it. since when did these people ever know anything about valuations? sun's valuations are far superior to msft's if u look at msft forward pe and sun's. There is a lot more to appriciation possible in sunw then msft. I own both stocks but in my ira where i am able to move mony around i have more exposure to sunw then msft. Looking at charts for last 100 days on SI, i have done allright w. excessive sunw.