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Technology Stocks : All About Sun Microsystems

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To: Ian Davidson who wrote (62279)	11/15/2004 10:35:04 PM
From: QwikSand	Read Replies (1) of 64865

The only problem with this shift is that the market does not value a company with a service business model any where near as highly as a technology model. With service delivered mostly by humans, a scalable business model is difficult. The shift may well save Sun from a long, slow decline (like that of the minicomputer vendors 15 years ago), but it probably won't turn the company into an earnings powerhouse with high forward PEs. Which is why this "brilliant shift in strategy" won't mean doodly unless Sun comes up with one or more enterprise-class home-run hardware products to anchor it. Still Waiting For Andy. --QS

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