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

To: Stormweaver who wrote (16599)	5/25/1999 12:37:00 PM
From: Haim R. Branisteanu	Read Replies (2) \| Respond to of 64865

James, I never implied that hi-end desktops will be given away for free, but PC - Personal Computers will. The majority of boxmakers until now earned most of their earnings from PC's and not work station or high end desktops/laptops. My point is that those assemblers will: 1. have lower profit margin and profit growth 2. will migrate to higher desktops/workstation/servers etc. hurting those in this business now. As to MSFT forget Set-tops/Net handhelds and the likes - it is an open market there including IBM, HWP, SUNW-Java, and even 3Com - with their latest palm. My main point is that Win NT/Win 2000 will not have the anticipated growth due to endorsement by the big 3 of Java, Linux and Merced from Intel. Therefore IMHO MSFT earnings growth will suffer and so it's stock price. In any case thanks you for your remarks. BWDIK Haim