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Technology Stocks : All About Sun Microsystems
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To: Just_Observing who wrote (47591)3/4/2002 3:42:05 PM
From: techtonicbull  Read Replies (1) of 64865
 
WRong! Milunovich was the analyst in charge of reporting on SUNW before Tom Kraemer was hired. He was one of SUNW's supporters. Milunovich has entered an era where he remains cautious until he sees the positive numbers. There is no speculation in his report. Realistically he will change his tune if the macro economic environment does improve. You will see capital spending increase rapidly IMO due to the product transition. Layoffs? Possibly a good thing to get rid of dead wood.
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