All About Sun Microsystems Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : All About Sun Microsystems

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Charles Tutt who wrote (41842)	3/8/2001 5:48:11 PM
From: E_K_S	Read Replies (1) of 64865

Hi Charles : Intel's warning is hitting SUNW now trading at $19 11/16 in the after market! I guess their statement that Intel is having problems and showing slowing growth in their server sales is impacting SUNW. I do not believe it is one that SUNW is stealing their market share but rather that SUNW is caught in this downward spiral. Frankly, I think is is being overdone with respect to SUNW, DELL & CPQ. However, the market is beginning to see this slow down as more than a 2 quarter event. Perhaps it may last throughout 2001! If so, SUNW will be dead money for the next 6-8 months. I continue to hold but am looking at the R&D expenditures that SUNW continues to spend, especially in the P2P area (http://biz.yahoo.com/rf/010306/n0637746_2.html) "Sun Micro buys peer-to-peer search engine InfraSearch". ( here is another link to the peer-to-peer technology Sunw just acquired (http://biz.yahoo.com/prnews/010306/sftu070.html). I believe this investment will eventually pay big dividends looking forward 18 months. Look at Napstar's 2.5 million customers. EKS

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next