<< Barron's not kind to Sun >>
If "not kind to Sun" is an observation regarding the Barron's Roundtable '98 comments by Art Samberg, Chairman and CEO, Dawson-Samberg Capital Management (Barron's, 02/02/98)
Samberg says, "Sun Microsystems has done a phenomenal job with Java, but the reality is that 45% of their revenues still come from workstations, and workstations are going to go bye-bye, if this fat-server-thin-client trend continues. So Sun Micro has a problem."
Somebody, please correct me if I am wrong, but I believe the main SUNW strategy is to grow high-end server revenues through the thin-client and NTs while the traditional workstation market declines.
Is this guy, Samberg, really a competant observer of the technology scene?
I do not care what he or anyone says, because in the long run, which is 5 - 10 years for me, the only thing that influences stock prices is earnings, earnings, earnings.
ADDI, PLEASE COMMENT.
Thanks. Ken Wilson |
