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Technology Stocks : All About Sun Microsystems
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To: Charles Tutt who wrote (41842)3/8/2001 5:34:09 PM
From: QwikSand  Read Replies (1) of 64865
 
Charles: you're the last person I like to disagree with but I must in this case. It seems to me a channel inventory problem in the current situation is the default. No computer vendor can avoid one. Sun made a 50% cut in earnings guidance because they knew they had no visibility and were trying to avoid having to make another one. The "caught by surprise" mantra has become so pervasive a chorus coming from so many directions that there must be at least something to it...it can't all be one big conspiracy. If cyborg spinmeister Andy Grove publicly states that "if you expect things to get better soon, forget it", then we have a genuine problem that is bigger than even the best of these industry managers, including the ones at Sun.

By the way, I in no way believe that Microsoft's monopoly shields them from this problem. As you point out their real opertions growth is stalled, their next product cycle is likely to disappoint, and, as has been discussed on this thread many times, what with their puts and their employee options and their withered investment portfolio, their balance sheet looks like Alice in Write-down Land, regardless of whether Dubya drops the case and Judge Jackson ends up presiding over juvenile traffic court.

--QS
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