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Technology Stocks : All About Sun Microsystems
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To: QwikSand who wrote (63891)6/2/2006 9:48:49 AM
From: cfimx  Read Replies (1) of 64865
 
i think js is a very smart guy with a fashion sense perhaps ahead of his time. However, he IS over-matched for the CEO job. The ceo job according to warren buffett is about ONE THING. allocating money. take the shareholder money and invest it at rates above the cost of that money. JS is a blogger. he is a marketer. he is master of the catchy quip about products and services and cool STUFF having to do with technology. he is not a CEO. That's not an indictment. very very few of us are CEO material. he just has the wrong skill set. again he is super smart. he is a bit like carly fiorina if carly was male and had a pony tale. he is a guy who gets by on what he says not what he does. but I have to really blame scott mcnealy who probably championed js for this job to the bod, which has to be the worst board in the s & p 500. this is a disaster developing because if they do need to do another restructuring, it will just delay things even more. this is a broken company and a broken stock. there is skepticism that it can even earn over 2% operating margins. listen to the call and listen to tony of Sanford. i usually don't agree with dv but he has this one NAILED. he sees right through JS who is over-matched at the ceo position. he just had no substance on that call for investors who need it right now.

regards
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