Twister:
Always a pleasure to have discussions with you, please accept my apology for being a bit unclear earlier!
As for your comments regarding ROA - After reading it more carefully and trying to see what you were trying to imply, I see your point and to some extend I accept it, however, I really dont care much about ROA either believe it or not. The only thing I look at when investing is a company's dominance and the extend to which it can use its technology (which incidently I only invest in tech stocks) to generate revenue. The less advantage the company is in terms of its balance sheet, and the better it can generate revenue than another company which has those advantages the better I like the company. Also keep in mind, an Investment is like an art. One's interpretation of an art can be totally different than someone else's.
you state:
> you can't admit like a man that you made a bad analysis... It's
> sad if you can't admit you were wrong,..
I do not understand what gave you the impression, or for that matter why?!, that I have been wrong in my analysis or my investment assumptions regarding Sun Microsystems! I still stand by my analysis even stronger now than ever before! As I told you once, I become bullish with this company as seconds go by! Therefore, what or why do you think that I have been wrong about with this company as far as investment is concerned? Surely you dont consider a short lived 3 cents short comings in their latest earnings is a thing to be concerned about?!
you state:
> You must know by now that others have backed my point of
> view and encouraged you to fess up.
I really never thought of this as a popularity matching concern that you seem to imply!! SI threads are simply there to express opinions, obtain information, and make cyber friendships! As far as an investment is concerned, as I said, to me it is like an art. What seems to be a masterpiece to me may appear to you as nothing but a guarbage, or vise versa.
Mean while, as a cyber friend to you, I do strongly suggest (but do not recommend because of liability, after all this is the stock market!!) if you want to profit financially take any weakness in SUNW as a buying opportunity. But then again, as I said, you have the right to interpret an art in anyway form or shape that you want. This has been just my humble opinion which I strongly believe in.
Regards,
Addi Jamshidi |
