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

To: Stormweaver who wrote (15634)	4/22/1999 7:49:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 64865

To James Nicoll: This is all so sad and is ground that has been worn out on this thread. Old, old arguments that are totally, completely wrong. Wish you well. Just hope you don't make the mistake of investing based on these misconceptions. NT is not only way behind on its drawing board upgrade but there are so many PC type companies in the low end offering the same stuff which is far inferior to the Sun offerings that it is pitiful. Chaz

To: Stormweaver who wrote (15634)	4/22/1999 8:28:00 PM
From: QwikSand	Read Replies (1) \| Respond to of 64865

Arguments like this underscore the beauty of Sun's position and why its stock is still so cheap. Folks who argue against SUNW tend to talk about workstations and Linux. Like most people, they view the future as a simple linear extrapolation of the present. The mentality here is not "bandwidth is literally changing everything; the ways we're used to thinking no longer apply...we better be ready yesterday for tomorrow" (which is Sun's approach). The mentality is: "Gee, the way Sun did business in 1992 is no longer viable because trailing-edge technology like Linux and the Pentium II or Pentium III is catching up to where Sun used to be. X dollars is less than Y dollars. Boy, do I know tech stocks!" It's like Bill Gates, who figures your PC will soon have a 100GB disk with a dedicated processor just to scan the directory to find one of the 11 million files on it. You'll back it up on floppies. The PC of the future! You think guys like McNealy and Zander spend their nights worrying about Pentium III PC's or the Profusion chipset or 6 million triangles per second? They worry about telephone and cable companies and multi-gigabit global infrastructures and top-rung scalability and 100% availability at 10,000 hits per processor per second from ten billion devices in a 128-bit IPv6 address space. That's Sun...the company that CIO's of the largest corporations in the world are asking for help because they're afraid of getting swamped by the coming wave of bandwidth. James, your posts prove that you're the one who needs to do a little more homework; and I don't mean the kind that involves pricing a workstation. Regards, --QwikSand