Completely agree, and the reason why SUN not trading in the mid '60's
instaed of in the tank at 48.
With the growth rate they have, and the PROFITS, they are prime and they cannot get rewarded because of the following:
1- McNealy's big mouth in antagomizing MSFT [Analysts NOTICE these things]
2- as if JAVA means ANYTHING to SUNW [Analysts, who don't know any ebtter, think JAVA is actually important to SUN.. Yeah Right.]
3- Misunderstand that SUN is not a SUPERB Box vendor, with an Excellent scalable OS, running applications at fabulous speeds.
If the disregarded the NC / Java & Jini bull@hit, they would be trading in the low 60's right now. Imagibne that. A profitabel, growing High-tech company with ASIA as a drag on all other comapnies has not even fazed SUNW!!!
Wow
Anyway
Good points
Jean
Remember people : is is not a religious war between SUN and MSFT. It is about MONEY, and PROFITS, and growing in youw own niche
Who cares if Java, Jini or NC's go nowhere. The money is in Servers
and storage arrays, maybe consulting too. |
