Technology Stocks | All About Sun Microsystems


Previous 10 | Next 10 
To: Charles Tutt who wrote (17856)7/14/1999 11:34:00 AM
From: Stormweaver   of 64860
 
Even though as a I can see issues with SUNW moving forward, as an investor I can't ignore that this stock has performed exceptionally well and appears to be continuing. To short this stock we would need to see that SUNW's immediate competitors are starting to get the same "internet iron" branding (IBM, HWP CPQ) and see 2-8way x86 iron running MSFT/Linux establishing it's workstation/server market presence.

Outside of the tech indicators inflationary pressures may make an impact on high PE stocks giving an opportunity to short ; PPI and CPI this week better look good.

Share Recommend | Keep | Reply | Mark as Last Read

To: JDN who wrote (17862)7/14/1999 11:39:00 AM
From: Stormweaver   of 64860
 
Yes I did; they were 8% off previous qtr yet they were very bullish looking forward. As a result I wasn't sure last night how the market and analysts would react. On CNBC Market Wrap last night Instinet trading indicated the miss would have little impact since the stock only went down 1/8 or 1/16.

Cheers
James

Share Recommend | Keep | Reply | Mark as Last Read

To: E_K_S who wrote (17839)7/14/1999 12:13:00 PM
From: Tecinvestor   of 64860
 
Does anyone know how large SUNW's stake is in China.Com? I understand AOL has a ten percent stake.

Share Recommend | Keep | Reply | Mark as Last Read

To: Stormweaver who wrote (17849)7/14/1999 12:44:00 PM
From: Nolan Toone   of 64860
 
> Hey Nolan your going against the grain. Doesn't Java give you
> the flexibility of choosing the OS + hardware vendor combination
> that provides the best performance for your application ? Looking
> at server side applications they are much more portable (even if
> they aren't Java based) and hence can migrate between OS's much
> more readily.

Yep! So now I don't care whether I'm buying proprietary "iron" or
not because they can move to something else in 2 years when the
technology improves. All I care about is price and performance
or as Sun likes to say price/performance and the investment
in my software is safe.

Thanks for proving my point.

> Therefore why not choose an open iron environment (x86) so that
> you have the flexibility to migrate or re-use that iron

Because as you just helped me to explain, I can switch in a couple
of years **IF** x86 can ever get up to my level of expectations.
If I have the software investment protected hardware is **NO**
problem.

BTW, how many "hand me down" systems have you wanted to use lately?

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (2)

To: Nolan Toone who wrote (17866)7/14/1999 2:23:00 PM
From: alydar   of 64860
 
The Sun-Netscape Alliance to Offer E-Commerce Solutions Via GTE NetworkCommerce Platform

MOUNTAIN VIEW, Calif., July 14 /PRNewswire/ -- The Sun-Netscape Alliance
today announced that it is providing the e-commerce applications for GTE's
Network Commerce Platform (NCP) as part of a continuing strategy to offer
enterprise solutions and flexible product deployment options for customers
competing in the Net Economy. In a related announcement, GTE defined NCP as
the latest development in the application service provider market (ASP) and
the first application outsourcing platform to support any hosted business
application.

GTE's NCP, created with the assistance of the Sun-Netscape Alliance
professional services team, enables businesses to access e-commerce
applications via a protected Internet connection and a Web browser. It also
allows encrypted connections between network-based applications and customers'
existing back-office systems. With the NCP, companies can outsource specific
e-commerce capabilities such as online catalogs and supply chain management,
or general business applications such as sales force automation, accounts
receivable/payable and human resources management.

"The Sun-Netscape Alliance is providing the enterprise software solutions
to power the Net Economy," said Mark Tolliver, president and general manager
of the Sun-Netscape Alliance. "Through relationships with industry leaders
like GTE, the Alliance is providing service providers with the solutions to
develop a wide range of hosted commerce and communications services and offer
customers flexible deployment options to quickly move the best of their
business processes online."

GTE will leverage the Netscape(R) CommerceXpert family of production-ready
e-commerce applications to allow customers to outsource nearly all of the
solutions required to operate an e-commerce Web site and business online.
Companies will be capable of communicating online with customers, employees,
partners and suppliers and evolve their business processes to stay competitive
in the Net Economy. The Alliance's e-commerce applications will be hosted at
GTE's data centers on enterprise-scale servers. The NCP is scalable,
reliable, and provides mission-critical availability with 24-by-7 monitoring
and redundant system backup.

Netscape CommerceXpert is a comprehensive family of applications that
support vital business processes including online procurement, selling,
service and support -- all integrated with existing business functions that
give companies a competitive advantage when deployed on the Internet.

"By engaging the Sun-Netscape Alliance and others in this cross-industry
development effort, GTE has built an infrastructure that will accelerate
innovation in Web application hosting, while providing e-commerce solutions
through a network that is as reliable as dial tone," said Chuck Gibney,
president of GTE Internetworking Business Services.

GTE Network Commerce Platform is available today to businesses, system
integrators and software developers. For a monthly fee, business customers
can outsource the Alliance's e-commerce applications, systems integrators can
deploy the solution within the NCP on behalf of their clients, and software
developers can provide applications on a subscription basis. For more
information about the Sun-Netscape Alliance's relationship with GTE and the
GTE NCP, please visit www.gte.com/ncp.

GTE worked with Sun-Netscape Professional Services to turn its business
vision into reality. From discovery to pilot to launch, Sun-Netscape Alliance
Professional Services brought its in-depth knowledge of Netscape CommerceXpert
products and understanding of best practices for Internet technology
initiatives to help GTE deploy an industry first in a matter of months.

About the Sun-Netscape Alliance


America Online, Inc. and Sun Microsystems, Inc. formed the Sun-Netscape
Alliance to provide easy to deploy, comprehensive enterprise and e-commerce
solutions to business partners and other companies competing in today's Net
Economy. The Alliance product portfolio provides customers with the
industry's most scalable, integrated infrastructure software and a family of
production ready e-commerce applications. The products are offered on the
industry's most widely available product platforms, including HP, IBM, Linux,
SGI, Microsoft Windows, and Sun. The Alliance software product portfolio
includes: messaging and calendar, collaboration, Web, application, directory,
and certificate servers. The Alliance also offers a family of
production-ready applications for e-commerce, including commerce exchange,
procurement, selling, and billing.

About America Online, Inc.

Founded in 1985, America Online, Inc. (NYSE: AOL), based in Dulles,
Virginia, is the world's leader in interactive services, Web brands, Internet
technologies, and e-commerce services. America Online, Inc. operates: two
worldwide Internet services, America Online, with more than 17 million
members, and CompuServe, with approximately 2 million members; several leading
Internet brands including ICQ and Digital City, Inc.; the Netscape Netcenter
and AOL.COM portals; and the Netscape Navigator(R) and Navigator(R)
Communicator browsers. Through its strategic alliance with Sun Microsystems,
the Company develops and offers easy-to-deploy, end-to-end e-commerce and
enterprise solutions for companies operating in the Net Economy.

About Sun Microsystems, Inc.

Since its inception in 1982, a singular vision, "The Network is The
Computer(TM)," has propelled Sun Microsystems, Inc. (Nasdaq: SUNW) to its
position as a leading provider of high quality hardware, software and services
for establishing enterprise-wide intranets and expanding the power of the
Internet. With more than $11 billion in annual revenues, Sun can be found in
more than 150 countries and on the World Wide Web at sun.com. 

SOURCE Netscape Communications Corporation


CO: Netscape Communications Corporation; Sun Microsystems, Inc.;
America Online, Inc.; GTE Internetworking Business Services;
Sun-Netscape Alliance

ST: California, Virginia

IN: MLM CPR

SU: LIC

07/14/99 11:22 EDT prnewswire.com 

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)

To: alydar who wrote (17867)7/14/1999 2:25:00 PM
From: Wes Self   of 64860
 
Anybody have a link to some target prices for this stock, thanks.

Share Recommend | Keep | Reply | Mark as Last Read

To: Alok Sinha who wrote (17837)7/14/1999 2:29:00 PM
From: Mephisto   of 64860
 
Amen...

Share Recommend | Keep | Reply | Mark as Last Read

To: E_K_S who wrote (17839)7/14/1999 2:33:00 PM
From: Mephisto   of 64860
 
Halleujah!

Dennis, good chance China Com will want SUN servers because they are excellent!

Mephisto

Share Recommend | Keep | Reply | Mark as Last Read

To: Charles Tutt who wrote (17859)7/14/1999 2:38:00 PM
From: Mephisto   of 64860
 
Charles, I agree. I noticed in The Sunday's New York Times that many analysts felt PPI and CPI would be down.

Tomorrow, the other shoe drops. I hope.

Best wishes,

Mephisto

Share Recommend | Keep | Reply | Mark as Last Read

To: Nolan Toone who wrote (17866)7/14/1999 4:36:00 PM
From: Stormweaver   of 64860
 
In your model you have to buy different iron if you lock into proprietary iron first. If you stick to an open iron solution and open software solution in the long run your better off.

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (2)
Previous 10 | Next 10 

Copyright © 1995-2013 Knight Sac Media. All rights reserved.