Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: E_K_S who wrote (24142)	12/6/1999 11:08:00 PM
From: Steve Dietrich	Read Replies (1) \| Respond to of 64865

I bought equal amounts of Sun and Compaq 2-3 years ago. My Sun is up 863% while my Compaq is down 17%. I still hold both, but for some reason, can't quite put my finger on it, i like Sun better. I'm glad i'm all in, i wouldn't know what to buy today. Steve

To: E_K_S who wrote (24142)	12/7/1999 6:08:00 AM
From: rudedog	Respond to of 64865

eric - take a look at Message 12205294 if you think SUNW is more profitable than CPQ in the enterprise space. CPQ is being dragged down by its unprofitable commercial PC business. But since the Enterprise business is a separate P&L, it is easy to compare them with SUN. BTW I think Sun's management is interesting but spotty. They run the company kind of the way I would, engineers still have a big say and the "dilbert" managers are few and far between. That's one of the reasons I like them but it doesn't always drive the biggest bottom line. Sun gives ideas a chance even when they don't have a solid business case - for example java - and they have been a huge influence on the development community all out of proportion to their market share. I kind of feel about Sun as I did about Elway and the broncos. Always liked the team, but never expected them to live up to their potential and them WHAMMO - 2 super bowl victories...

To: E_K_S who wrote (24142)	12/7/1999 3:31:00 PM
From: cheryl williamson	Read Replies (1) \| Respond to of 64865

Eric, Only time will tell whether SUNW has gotten ahead of itself. Anyone with a high P/E is laden with expectations, which could come to a crashing halt if they don't deliver. SUNW, however, has a history of delivering on their promises, and has very little competition (2 to be precise) in the web- server market, which is about 5% saturated. I keep asking the same question: who else is out there to challenge SUNW's dominance??? I haven't heard any replies yet. CPQ may be inexpensive, at the moment, but I wouldn't buy it just because of that. They have been struggling for a reason, and their fundamentals have been on a downslide for over a year now. What are they going to do to pull out??? Are their ideas viable??? I haven't seen much yet. They have decided to jettison NT on their Alpha's in favor of Unix, a good first step, to be sure. What's next???