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Technology Stocks : All About Sun Microsystems
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To: Bill Fischofer who wrote (39394)12/18/2000 9:04:42 AM
From: Steve Lee  Read Replies (1) of 64865
 
"In a nutshell, the concern is that the collapse of so many marginal dotcom companies has left a glut of barely used SUNW equipment on the market which needs to be worked through."

Reminds me of a comment I made here in April:

To: JDN who wrote (30589)
From: Steve Lee Wednesday, Apr 12, 2000 4:38 PM ET
Reply #30590 of 39396

I do. Politicians are good at spending other people's money. Business is a little sharper. That's why MS OS's and web servers are far more popular in the business world than SUNW's overpriced and underperforming offerings.
SUNW is overrepresented in Net startups, schools and government, where the buyers don't have a clue/aren't spending their own money.

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