Gene,
If you can't stand the heat, get out of the kitchen. Either you
believe in the company, or you don't. Stop whining about your
investments and your opinion of how the CEO is running the
company.
If you were to RTFN once in a while you would realize that SUNW
has and will continue to follow a consistent strategy to gain
marketshare in Enterprise Computing while pursuing a new path
in licensing products for the consumer market. To the extent MSFT
gets in the way, they're going to get whacked by SUNW's superior
technology and execution. My impression is that the two companies
have some interests that intersect and some that diverge, and it
probably will stay that way for a while.
If McNealy wants to get on the air and call Bill G. a "scumbag",
who the hell cares, as long as the company continues to grow its
revenue and earnings base. The stock will take care of itself,
once the dimwits on Wall St. finally understand the impact of
SUNW's forward-looking strategy. If SUNW's strategy is all it's
cracked up to be, we'll start seeing it in earnings within the
next year to 18 months. I believe that, after all is said & done, great companies are driven by great ideas, and great pretenders wind
up paying the price.
cheers,
cherylw |
