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Technology Stocks : All About Sun Microsystems

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To: Charles Tutt who wrote (63685)1/27/2006 2:59:11 PM
From: alydar   of 64865
 
Hi Charles,

Yes, Ms. Conigliaro got back at Mr. McNealy for the attack on the conference call. She is not projecting a profit for the next couple of year. I am beginning to think she might be right.

After watching this company crumple for the past 5 years I am beginning to think that I am going to throw in the towel. At best, maybe someone would buy them out like IBM.

I believe in SUN's SOA architecture plan and believe IT will be a service in the future like a telephone or water. But when? MSFT had credible earnings this quarter and they are selling product and not services. The transition to a SOA architecture might be 10 years away and that is an awfull long time to sit on a stock.

I am a patient person but my patience is running thin on Schwartz, McNeally and the crew saying things are good but they make excuses for not making money. They were cash flow negative this quarter so they cannot even crow about that fact.

Just ranting. Alydar never did beat Affirmed. I am wondering iif the same might be true of SUNW against their competition.

Alydar
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