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Technology Stocks : All About Sun Microsystems

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To: Charles Tutt who wrote (62920)4/17/2005 4:21:08 PM
From: QwikSand  Read Replies (2) of 64865
 
Sun _does_ need to learn to make money in bad times like the present, but oh, boy, can they ever make it in good times, as they showed a few years ago the last time we _had_ good times.

With all due respect I completely disagree.

You can't step into the same river twice. Sun has changed and so has everything around them. It's like saying Blockbuster Video can make money like crazy in good times. That was then.

Sun has clearly lost the indispensable ability to continuously reinvent themselves. They had it in their early years, then they got full of themselves, then got lost, then imploded. No one (except Intel and Microsoft) could get away with the non-execution Sun has maintained for the past 6 years, Bush or no Bush. McNealy talks about a great product pipeline within days after they announce yet another slip.

They have to re-establish what business they're in, and do so from inside a deep hole. The odds against that are long.

--QS
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