To all the skeptics, SUN has 'DUN it again. How many tech companies are out there, especially in the hardware area (MOT, INTC, CPQ, AMD, all semi-equipment makers,SGI, the list is unending) which have blown up in the last couple of years and blamed everybody and their dog for their problems - Asia, Europe, OPC slowdown, inventory, corporate demand, etc. etc. etc. HWP has come in at estimates twice in the last 6-7 quarters.
Sun is a rare exception which succerssfully executes its business model, even with large R&D expenses for future growth. The market may or may not recognize (in the short term) the value of this company, but it meets all of my investment criteria.
Twister, et all, please shed some light on the negatives as I don't see much besides the normal cautionary tone which is part of any business forecast.
Glad I did not pay the premium to buy the April 40 puts, that I was trying to get in today.
Regards
Alok |
