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

To: Charles Tutt who wrote (16082)	5/3/1999 11:22:00 AM
From: derek buckingham	Read Replies (3) \| Respond to of 64865

To: Charles Tutt (16072 ) Hi Charles I think the biggest threat to Suns server business / E-commerce is from IBM - though for sure the ( NT / Linux ) V SunMicro debate seems to grab a lot of the attention. I would say its the growth in Sun servers / E-Commerce that has rocketed suns shareprice ( Eg. AOL / Netscape deal ) and so is the most poignant aspect in predicting Suns future stock price. re: New IBM Mainframes ship a month ahead of schedule. dailynews.yahoo.com

To: Charles Tutt who wrote (16082)	5/3/1999 1:49:00 PM
From: Mephisto	Respond to of 64865

I came across article earlier. Looks like MSFT would lose their 5% stake in Comcast if "T" takes it over. *************************** "Microsoft, meanwhile, recently paid $1 billion for a 5 percent stake inComcast and doesn't want to see its investment go awry, industry observers say. More important, Microsoft wants its software to run the souped-up cable boxes atop TV sets. It's worried that AT&T could choose rival software from Microsoft's archenemy, Sun Microsystems (SUNW: news, msgs). The market for the new cable boxes, "intelligent" equipment geared to act as communications control centers for consumers, is expected to be quite lucrative. "Microsoft's main mission is to find out how to become a major player in information delivery," said analyst Thomas Hensel of Everen Securities. "They have been held back by lack of bandwidth."** Charles, I would say MSFT has been held by by lack of vision. -Mephisto