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Technology Stocks : All About Sun Microsystems

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To: alydar who wrote (41836)	3/8/2001 4:32:01 PM
From: David Howe	Read Replies (2) of 64865

<< If they do not, well, then all of us SUNW investors will become long term investor of the stock. I do not think this will happen. >> Think again. There are reports that there is more than 3 times as much SUNW inventory in the channels as is normal. It doesn't matter whether your product is unique or not, when nobody is buying and the inventory is stacking up, you're prices are going to drop and your margins are going to disappear, IMO. << Ah, price wars. Price wars can only come about when you have commodity products (i.e., WinTel PC's). >> If that's a slam on MSFT, you're off-base. MSFT has no competition in the PC OS and applications market. They have no pricing pressure due to the PC price war going on at this time. The box makers are in trouble, but MSFT just keeps collecting their fee on each box sold. Haven't you noticed how well MSFT's EPS and share price have been holding up lately? IMO, Dave

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