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Technology Stocks : All About Sun Microsystems
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To: Jerome who wrote (47058)1/30/2002 6:58:16 PM
From: Charles Tutt  Read Replies (2) of 64865
 
"The market" in its wisdom associates Sun with "dot-bombs," and thinks it is elsewhere in competition with Microsoft, which the market considers invincible. To some extent, these are self-inflicted wounds. "We're the dot in dot-com" fostered the first (never mind that Sun probably did more "clicks and mortar" which continues to be viable, albeit slowed, than "selling eyeballs" which took the brunt of the "dot-bomb" blowup). The second is flamed by McNealy's attention-seeking ploys and Microsoft's own claims that it competes with Sun (which I dispute). It doesn't help that much of "the Street" considers (and speaks of) Sun as a software company; since Sun gives away much of its software for free, no wonder that results in a jaundiced view.

Sun's biggest _real_ problem (discounting the above perceptions), IMHO, is their past reliance on telecom. I think we could see explosive growth from pent-up demand in that sector once the economy in general improves, with perhaps some further consolidation among the telecom providers. There's no way to know when growth will resume. In the meantime, replacing sales to the sector is difficult.

All JMHO, and not intended as investment advice. Do your own due diligence and form your own conclusions.

Charles Tutt (TM)
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