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Some news and facts "Courtesy Motely Fool" 4/4/98 How will these guys survive.....!!!! and who could be shorting msft!! Sun Microsystems (Nasdaq:SUNW - news) , the maker of UNIX servers, workstations, chips, and software, declined $1 5/16 to $41 1/8. Sun is vehemently anti-Wintel and will continue to press ahead with its vision of the network as the computer. The problem here, though, is that Microsoft is playing Bill Clinton to Sun's Newt Gingrich. Newt Gingrich is a smart guy who was ahead of the curve on a lot of ideas, but Bill Clinton was able to appropriate them and make them his. It's Bill Gates and his team of people and business model that are basically demolishing Oracle's NC hopes, even if Microsoft's technology isn't the best. The same could be said for the legendary battle between the Mac OS and Windows. It is management and other intangible factors, not technology, that matter in generating non-random investment results. Perhaps Sun should quitely move towards NT or do we see another apple about to fall off the tree......will the force of gravity eventually pull it down!!! Oh and have you guys read the new article in the Journal regarding Oracle's Network Computers.........seems like another failed attempt by the anti MSFT alliance.....and what is IBM up to??......I BLAME MICROSOFT..... here is some more news..... Microsoft (Nasdaq:MSFT - news) hit another new high today, perhaps due in small part to a Wall Street Journal article published today that all but described network computers, or NCs, as dead-letter devices. Oracle Corp. (Nasdaq:ORCL - news) , known for its endorsement and vision (but not revenues) on NCs, was mentioned in the article, but its stock is down today because it reportedly held a meeting yesterday to advise analysts on quarterly trends, not because Oracle shareholders have suddenly figured out that 1998 is not the year of the NC. Stick with the winner guys.....but don't fall in love with any of them.....happy trading. Oh and all views are welcome. f Jilani | ||||||||||||||
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