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Technology Stocks : All About Sun Microsystems

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To: QwikSand who wrote (39805)	12/28/2000 10:35:12 PM
From: JC Jaros	Read Replies (2) of 64865

Scotty made a comment a couple quarters ago to do with the assumption that IT spending is the first thing to get cut when businesses (particularly the global ones) pull in their horns. His point was that's not what happens, and in that way SUNW was a hedge, as it were. Proctor and Gamble stock should be tanking, not SUNW. Sun is selling productivity. Sun is selling directly to a company's bottom line. GM might be buying less PCs next year, but chances are their IT budgets, aside from that would be gettting axed to any degree. It's not like, "business is down, we'd better not buy any servers or change our information systems processes.". On the contrary. A value proposition is a value proposition. Either it's there, or it's not. I for one believe, and have believed for some time (since right before buying SUNW with both hands) that the Wintel PC is generally absent that value; that Bill Gates' vision is a lot of double talk and empty promise. There are a lot of desktops to replace with actual value. (IMO) -JCJ

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