There are now, and have been for as long as I can remember, plenty of things to worry about (e.g. interest rates, energy costs, dot-com failures now, but at various times in the fairly recent past it was components shortages, the Asian crisis, European slowdown, presidential impeachment, etc. -- now, as then, one you didn't mention is the difficulty finding good recruits) but the beauty of Sun is they find ways to manage such things. As I recall, even when parts of Asia (Korea particularly, as I recall) more or less came to a halt and stopped buying Sun equipment, they managed to come within a penny of estimated earnings (again as I recall).
An ever-present consideration is the overall health of the stock market, which has been somewhat lacking lately.
They recently had a major initiative to improve margins, I believe by computerizing/streamlining many business practices.
All JMHO.
Charles Tutt (TM) |
