Am I too negative about SUNW.
First of all, I want to let you know I probably hold more shares of SUNW than a lot of guys and girls posting in this thread (in one of my account I have about 100K shares of SUNW held for almost 6 years). I feel I should appreciate what SUNW has been doing for me for these years.
About three weeks ago, I bumped into the news of EBAY. In the beginning, I thought it was EXDS (one of my other holding) that was to be blamed on. However, after looking into the issues for a while, I have concluded my beloved SUNW has a major part in it.
I admit my posting was a little bit too negative. I want to let you know I am not considering to sell my holding this summer. I feel although SUNW is fully valued at this moment, it still have a good chance for a run-up in the next 4 to 6 months. Am I contradictory to myself. Let me put in this way. Although HONDA CIVIC is not as good as BMW 740I. However, everyone knows 740I can not out sell CIVIC, and this is the fact.
I don't think my previous posting can affect SUNW's stock price next Monday at all. So, please do not to be mad. Also, as a long term investor of SUNW, I do not worry what is going to happen next week or next month. However, I do care a lot for my holding next year and beyond. At this moment, I feel that SUNW has a weak point. Although competition has not yet became a threat, it is something that I am going to look into. I hope you can rebuild my confidence in SUNW.
Lucinos |
