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Technology Stocks : All About Sun Microsystems
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To: I Am John Galt who wrote (51410)9/8/2002 12:06:37 PM
From: techtonicbull  Read Replies (1) of 64865
 
John welcome to the thread. You add an interesting perspective coming from an IT shop. I have long been a bull on Sun Micro. I still hold a substantial number of shares at a paper loss. I have criticized management for not turning business decisions into money making ideas more directly. That is the great expenditure in Java development and the open source movement was paid for indirectly by purchases of high margin equipment purchases. When margins got squeezed by 1) loss of dot.com, loss of telecomm business 2)competition from X-86 Windows I didn't like how McNealy maintained defiance against MSFT rather than using them in rather subtle ways (which I mean to add them to the overall SUNW product line) rather than fight and lose out on $.
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