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

To: QwikSand who wrote (15531)	4/18/1999 5:00:00 PM
From: Charles Tutt	Respond to of 64865

Wow! That's huge news, IMHO.

To: QwikSand who wrote (15531)	4/18/1999 5:17:00 PM
From: LKO	Read Replies (1) \| Respond to of 64865

OT, CPQ continued... Sound like I'm gloating? Nah. Not till the same thing happens to Dell. Not a time to gloat. CPQ has good assets probably poorly deployed or digested currently. Some new (more competent) guy/gal might execute better. CPQ was the only one trying a "Don't only be Microsoft OEM" strategy. Weird to see them undergo a soap-opera like transition. Hope they don't sell pieces of their good technology to Microsoft etc in this turmoil and MSFT already has got other companies funding their R&D for free while they walk away with the cream. If they really tank tomorrow or later, (When is their real earnings date ?), I might consider a contrarian buy.

To: QwikSand who wrote (15531)	4/19/1999 4:37:00 AM
From: denizen48	Respond to of 64865

It's all quite a ways over my head; I'm not a programmer. But what you say sounds good to me as the over-all view.CPQ/DEC was and still is threatening rival to SUN.I bet MS is busy hiring away informants. To me it still comes down to the capability of the basic operating system, UNIX vs. NT, and from everything I've read so far, NT doesn't come close. As long as that doesn't change, yeah, who cares about the stock price this week.Microsoft marketing will eventually be exposed by their chaotic actual execution of all those promises. Like, Wizard this. And SUN will be one of the beacons of light in all this packet confusion. One aside, what happened to BYTE magazine that it's now WINDOWS? The last issue I read had some harsh reviews of Windows 98,..then the postman didn't bring any more BYTEs.