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Technology Stocks : All About Sun Microsystems

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To: E_K_S who wrote (63929)7/26/2006 12:47:14 AM
From: Elroy  Read Replies (1) of 64865
 
What is important is that they continue to keep and grow their customer base which has had every chance to move on to Dell, HPQ and IBM.

You realize SUNW has lost share to those three every year for the past 6 years. Those others resumed growth in 2002, while SUN has shrunk revenues every year since 2000. That's why I'm curious what the organic growth (sans StorageTek) was. If its less that 5%, this is still nothing to get excited about. Turning a zero growth company from a money loser into a money maker is a good thing, but not a reason for a long term investment. For tech stocks investors want revenue growth, not cost cutting.
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