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Technology Stocks : All About Sun Microsystems

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To: QwikSand who wrote (15531)	4/18/1999 5:17:00 PM
From: LKO	Read Replies (1) of 64865

OT, CPQ continued... Sound like I'm gloating? Nah. Not till the same thing happens to Dell. Not a time to gloat. CPQ has good assets probably poorly deployed or digested currently. Some new (more competent) guy/gal might execute better. CPQ was the only one trying a "Don't only be Microsoft OEM" strategy. Weird to see them undergo a soap-opera like transition. Hope they don't sell pieces of their good technology to Microsoft etc in this turmoil and MSFT already has got other companies funding their R&D for free while they walk away with the cream. If they really tank tomorrow or later, (When is their real earnings date ?), I might consider a contrarian buy.

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