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Technology Stocks : All About Sun Microsystems

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To: QwikSand who wrote (37922)	11/17/2000 10:04:53 PM
From: JC Jaros	Read Replies (2) of 64865

Sun saw this coming and Scotty says dot coms aren't any major part of the cow. Sun isn't as reliant on dot com expansion as one might assume. Sun's venture fund even, should weather this shakeout okay. They're pretty selective with the business models they sign on with. Hypothetical eShit.com with 'burn rates' doesn't cut it for Sun and never did. Sun's big value proposition isn't made to .com entrepreneurs. It's made to bricks and morter companies who want to use TCP/IP to better their supply chain and improve other productivity metrics; not to throw long for .com spin-offs. That perception is probably creating a great buying opportunity here. Yeah, we're selling picks and shovels to the miners (and they'll be lining up still), But, the area of focus is global industry. One should not forget where Scott McNealy comes from, and where he's focused. Scotty's not out golfing with Jeff Bezos. -JCJ

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