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Technology Stocks : All About Sun Microsystems
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To: alydar who wrote (47632)3/5/2002 2:36:23 PM
From: Charles Tutt  Read Replies (1) of 64865
 
I don't claim any special insight, but my take on it is that chaos will reign at HWP and CPQ either way. I think it would be slightly better for Sun if the merger went through, because I think that would result in more product line cancellations, and whenever a customer is faced with having to make an unanticipated change, Sun has a shot. A failed merger might also call into question the survival of the suitors, which could help make Sun look better to potential customers.

JMHO.

Charles Tutt (SM)
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