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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: QwikSand who wrote (22849)	11/12/1999 5:14:00 PM
From: cheryl williamson	Respond to of 64865

QwikSand, Funny thing, I was just having the same thoughts myself. All I came up with is that some people cling to their beliefs because they need something to believe and can't fathom the idea that they may just be wrong. As we both know, this has been a long time coming (like 3 years), and the payoff is going to be really big. I'm not sure why Sun bears refused to believe that Sun Microelectronics was capable of delivering the same or higher quality technology than any of its competitors. I've never seen a semiconductor rule-book of marketing stating that a company must manufacture an off-the-shelf product in order to stay competitive in the price-performance arena. Because Sun has decided to do all the manufacturing in-house, we have more control over the end-product. We have Sun Microelectronics to thank for good QA and timely execution. Look at the problems INTC is having. Wintel's hegemony has been compromised by their own manufacturing inefficiencies and poor QA. I agree with you, Sun now needs to move in for the kill. I vote for triple-digit P/E for SUNW within this FY. cheers, cherylw