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Technology Stocks : All About Sun Microsystems

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From: Arthur Tang	4/18/2007 6:03:38 PM
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Not much to say about Sunw($12 billion revenue). Just look at the partnership they have with Fujitsu($40 billion revenue). You can rub off a lot there. But Sunw is getting the short end of the stick in hardware, cpu wise and largest computer architecture wise. The fear factor here is the uncertainty of Sunw's concentration of their resources. If they focus on profitability, and align themselves with large partners, they are safe. Service is 60% of the computer business. Grabbing large IT department for service contracts is going to happen more now; because of success at ebay? Larger IT department; larger Sunw computers needed. If they get fidgetity and go for smaller partners of Linux OS; we are frankly worried. So, news of Fujitsu doing well speaks well for Sunw this last quarter. Having that many market makers and still can not control stock pool and cash pool is the reason Sunw is not doing better. The street is in the dark of Sunw guidance from the management is their excuse. But eventually, Sunw will mature and know how to talk to the analysts, earnings prospective, not product and community enthusiasm. Sunw does not even know how to drop names, the big wheels at Fortune 100? How to keep up with the Joneses, indeed?

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