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Technology Stocks : All About Sun Microsystems
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To: QwikSand who wrote (30246)4/6/2000 10:06:00 PM
From: Charles Tutt   of 64865
 
I think if you believe, as you say, in the company's vision, and if the accounting numbers look good and lack funny business, you're most of the way there. Bad stuff will happen from time to time. Management, if good, will deal with it. You can't micromanage or second guess from outside and you'll go crazy if you try.

There have been a few times I've been disappointed in what I saw with Sun, and I've even mentioned some of those incidents here. I, like you, hope the III is imminent. But they can't keep us completely comprised of what's going on without tipping their hand to the competition, so some things will need to be taken on faith.

I don't know whether that all fits together; I felt like dinner warranted a bottle of wine tonight. But a lot of what's needed to be a successful investor is just an evaluation, however imperfect, of management's capabilities and forthrightness.

JMHO.
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