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Technology Stocks : All About Sun Microsystems
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To: shoe who wrote (64180)4/30/2007 4:12:01 PM
From: QwikSand  Read Replies (2) of 64865
 
My personal feeling, based on no inside information whatever, is that the SUNW story must be approaching its end. There's just no logical reason for the company to continue doing business in its current form as a large pile of dead money on what is by now quite clearly a road to nowhere. Too many assets tied up.

The two possible outcomes are self-initiated radical restructuring, or merger followed by involuntary restructuring by the new parent. IMHO the restructuring becomes less likely and the acquisition more likely as time goes on.

But that means the stock has to come down quite a bit, even if they have $2/shr in cash (or whatever the number is). Nobody's going to pay $10-12B for Sun.

--QS
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