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Technology Stocks : All About Sun Microsystems

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To: QwikSand who wrote (41429)	2/22/2001 3:49:19 PM
From: chic_hearne	Read Replies (1) of 64865

I certainly don't know anything but I don't think we'll see SUNW at $15 even after they warn tomorrow. So you think they warn tonight? That sure would be ironic, the day I'm offered OT in March building rs6000's and all. <GGG> I think this USIII situation is a much bigger mess than anyone is speculating. I was correct almost a year ago when I said this puppy was MIA, but I was wrong about the consequences. I thought SUNW's inability to get new product to market would have an immediate impact. Instead, SUNW's inability to get new product to market is having more of a delayed affect [which we are starting to see now IMHO]. Now that I've been in the biz a while longer, I'm understanding these decisions aren't made over night, more likely over months and usually being part of a multi-year plan. So SUNW's ultraSparc III debacle didn't have an immediate impact upon business, but the seeds were planted for future problems. The insiders sure picked a good time to sell, didn't they? chic

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