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: Stephen M. DeMoss who wrote (39118)12/13/2000 12:08:28 PM
From: Charles Tutt  Read Replies (1) of 64865
 
They've already said quite a bit. They've said there are no accounting problems. They've said (a few weeks ago) they were on track for the quarter. They've in effect endorsed the IDC report; if they were about to warn of problems I doubt they'd crow so loudly.

Carly Fiorina implied HP wasn't seeing much competition from IBM not long ago when she said HP was in a two-horse race with Sun.

Lou Gerstner implied Sun is the one to beat a few days ago in a speech.

I think Compaq said Windows 2000 is lagging behind expectations.

It looks like Greenspan is nearly satisfied with inflation prospects. Bush will probably be President, but with a Congress that is divided enough to thwart any plans for a big, inflationary tax cut. The Euro has risen off its bottom a little, helping Europeans to afford American products and improving the conversion of European earnings to dollars.

So things aren't so bad fundamentally. But Wall Street is in a funk.

All JMHO, and certainly not intended as investment advice.

Charles Tutt (TM)
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext