How high will Microsoft fly? 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 : How high will Microsoft fly?

MSFT 488.02

+0.2%

Dec 24 12:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Joseph Pareti who wrote (64288)	1/20/2002 11:13:45 PM
From: techtonicbull	Read Replies (1) of 74651

Despite all the old gear, SUNW has an entirely new product line based on the US III chip. The old equipment will not necessarily prevent big purchases of the new stuff since there are new demands by new users that include governmental and DOD, biopharmicology users who are doing genetic code work. Also the telecom industry will be the last to come back but will come back with G3 and other gPS technologies to extend these modalities to a greater number of people. Inventories are reduced to almost "Dell Like" models, They are building in "just-in-time" fashion so the Enron cheap old hardware will not only fail to hurt Sun Micro, but it will create a greater market share of their software in the proliferation of Sun branded equipment. I do see the need for McNealy and Co to re-invent the company, but the layoffs were not severe and the didn't cut into the "muscle of the company". I see the stock price moving to the mid twenties in a year,

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next