[Mark and Bruce Byall: PAIR and SUNW]
I think we talked about networkers somewhere. I sold these 2 sometime back to add more AMTX (& some CSCO etc.) at what seemed far more depressed prices. So far this has worked out OK. But recently PAIR and SUNW have looked better, on the charts anyway.
At any rate, many of the folks in AMTX certainly follow the networkers, and probably own most of them, and might be interested in the following. I can't remember what you guys have done. But below is the standard case about SUNW being in a tough fight with MSFT, except it's recent, more detailed than I've seen, and looks like an interesting newsletter, wherein Coursey says:
It's interesting that at the very moment Sun Microsystems seems to have reached the zenith of its power that it also becomes blindingly obvious that Microsoft has nothing to fear. The question isn't whether Sun can beat Microsoft, but whether it's the next Apple or Novell.
Worse, Sun's own child prodigy, Java, is sowing the very seeds of its parent's doom. Such a rich irony!
And here's how it works:
The rest is on his page:
coursey.com
There is also a story on PR Newswire, which is how it came to me.
I dont' read the Sun thread, maybe this is old news.
--Tom |
