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Strategies & Market Trends : Rande Is . . . HOME

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To: Softechie who wrote (43552)	12/15/2000 10:10:39 AM
From: Rande Is	Read Replies (4) of 57584

There are some stocks like SUNW and INKT, where I just can't figure out their business model. On SUNW, you just don't need those expensive servers anymore. . . it is proven that getting closer to the hub is far more important. And it used to be that "Powered by Inktomi" was a popular logo. . . but anymore, I don't see that. Didn't they power AltaVista and wasn't that closed down? Both of these companies enjoy an enormous market capitalization. But I just don't get it. . . not in these times. MSFT and WCOM may be at bargain prices. . . .ORCL, too. . . .but not SUNW, IMO. Rande Is PS> I cut my hands on JDSU and MEDI this AM. . . .and now I may try to grab LBRT. . . should probably use gloves.

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