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Technology Stocks : All About Sun Microsystems

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To: cheryl williamson who wrote (9448)5/2/1998 1:59:00 PM
From: Eugene Goodman  Read Replies (4) of 64865
 
Cheryl

".... heat.... kitchen.... believe in the company.... whining..."
What is RTFN?

Do any of your comments have to do with investing?

I believe from your first paragraph that you evaluate a stock on its degree of macho. Perhaps along with current ratio, the various cash flows, P/E, we should have another evaluating parameter: the ratio of testosterone/estrogen flowing in the investor when reading the annual report? HWP may have an off-the-shelf unit that can measure it.

If the earnings base of sunw were growing and if Wall Street had an
idea of how the company is going to handle the obvious challenge
from IBM, HWP and very soon now from CPQ, the stock, I feel, would be higher. Instead Wall Street and we, the company owners hear the big boss act like a High School Cheerleader, focusing on the wrong target,
MSFT, to extensive applause from other neo-adolescents in the industry and on this thread.

Is sunw in the software business? Do they make any money at it? Do the compete with MSFT? The answers, of course, are no, no, no. So
why the obsession with MSFT? I have a theory that I can share, if
you wish.

Gene
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