SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : All About Sun Microsystems

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: John Carragher who wrote (30319)4/8/2000 12:30:00 PM
From: Sonki  Read Replies (2) of 64865
 
dear jdn and all, I am sure sunw will continue to innovate.

as an investor, in sunw or msft or what ever, we should be focused strictly on company's long term ability to grow, differentiate themsevels from others and build barriers to entry. If your pretend to be a custoemer of their product who would your give your business to?

All these theotical dramas will come and go and is a way to spend time while we wait for erning and more importantly direction to furure growth.


I belive this is the only company that has so much talent under one roof.
A company's current talent is future $$$$. If there was a mutliple that can be attached to sunw stock price / talent, Sunw is VERY UNDERVALUED is an understatement.

Dell has to depend on intel/msft before it can come up w. new products. With sunw it's all here
Chips, OS and servers. Above everything sunw does not tout about all it's innovations untill things are rolling.

So trust me there are things you and even sunw's vendors' have never heard of are in pipe line and sunw will continue to amaze wallstreet for many years to come.

- machines that would update Sun's E10,000 or Starfire line of Unix servers - to be delayed until
the end of the year.

It's not just the speeed of the processors (has 750MHz 1GHz
UltraSprac III prototype running ) but how it all works to gether in a benchmark w. the customers' final applications.

.... Customers want solutions not processors speed.

How does the orcl sw or CAD applications, or e-commerce application work ? Speed, exapandablity, security...
ya di da di dum ...and ya di da di da and beat goes on
and we will have antoher few bucks in our pocket. Thanx to all the hard tatelented people who work at sunw cuz they enjoy it it's not all about making mony for them.

So these are my commments. SORRY IF I HAVE NOT ANSWERED YOUR PM , IF THRE IS ANYONE WHOSE PM I HAVE IGNORED PLS. RESEND. AS I DONT GET ON TO THIS NEW SI MUCH AND SOMETIMES LOOSE POSTS BY NOT REPLYING RIGHT AWAY

Jdn,
this is to answer your question on intel for weatlth thread.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext