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Technology Stocks : All About Sun Microsystems

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To: Lizzie Tudor who wrote (51470)	9/12/2002 8:43:46 PM
From: QwikSand	Read Replies (2) of 64865

When cost cutting sets in, as it is now pretty clearly going to, a vicious cycle is possible. The trend in Sun's high-end sweet spot is toward comprehensive solution/service/hardware/software/outsourcing etc. Sun strains to cover all those bases even at its current size. Now McNealy admits publicly for the first time ever that Sun may well be obliged to contract; IBM, on the other hand, just bought PWC. I think IBM is already impending. If Itanium beats its odds and manages to climb out of its hole (which room222 correctly has pointed out is actually made easier by the IT downturn), that's another big problem. We need Ragnar Danneskjold to reclaim this stock. --QS

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