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Technology Stocks : Intel Corporation (INTC)

INTC 47.28

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3:59 PM EST

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To: Amy J who wrote (178727)	7/17/2004 1:00:34 PM
From: Lizzie Tudor	Read Replies (1) of 186894

I don't think Sun has a strategy actually. Theres a great article on BW online about sun, a must read for anyone interested in the tech industry imho, Sun: A CEOs last stand yahoo.businessweek.com I was just talking to some people last night about Sun. I am not an investor in Sun, just an interested party for a number of reasons. Although I am not averse to investing in them again if they ever get their groove back. Anyway we decided last night that sun although a broken company still has his heart, as compared to IBM which is something of an amorphous blob in terms of image and substance. I'm not sure if many here can make sense of what that means and I'm not sure I know how to characterize it myself. I think it means that Sun is still capable of coming up with the next big thing, whereas IBM is not. I don't think HP can come up with anything anymore either, although I don't know anybody from there it just appears that way from the outside

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