>>...Sun is a good company with a solid plan, good products and honest and clever management. For those people, their long term investment in SUNW has proven and will prove in the future to be a better investment than most. If you disagree with that, make a case.
<<
So was Data General, IBM, and Digital Equipment. In fact, Ken Olsen was THE SCOTTY MCNEALY of the 80s. Now he's NOT. What you are not factoring in is CHANGE, and there is plenty of it in suncoms business ahead. If you doubt this, ask yourself what the W stands for in suncom's symbol. The answer is WORKSTATION. and if you truly know the industry and the business, u know that the UNIX WORKSTATION business is DOA. HIstory. Extinct. Bye Bye.
That should tell you something. As for making my case, I've made it time and time again. What u don't understand is that NOBODY cares. Why are people not interested in hearing the other side? Because the investment here is EMOTIONAL, not RATIONAL. They're MARRIED to the stock.
>>>>it is important for you and I to acknowledge that Sun is a good company with a solid plan, good products and honest and clever management.
Why would I do something like that? Why is SO important for me to do that? I'll leave it to you to carry that flag.
>>That is not done through guesswork or through thinking that being a bear several years ago when prices were much lower is some kind of victory.
I never claimed VICTORY. If you'd been around 18 months ago, you'd KNOW that I raised the white flag and said I was WRONG. Before CT and everyone. I also said WHY i was wrong, and that I WAS STILL LONG TERM BEARISH. And if you read my earlier post, you'd know that I NEVER BET A DIME against suncom unitl the risk reward went in MY FAVOR.
Finally, I don't intend to cover here. In fact, the stock is down 60% from its high, and MY THESIS hasn't even taken hold yet. That's stil to come. That's why I will remain LONG TERM short. Will it bounce. I FULLY EXCPECT IT TO. In fact, I am VERY surprised the manipulators haven't BOUNCED it yet. That's probably coming into year end for all you speculators. |
