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


To: Alex Chun who wrote (24414)12/9/1999 2:20:00 AM
From: Charles Tutt  Respond to of 64865
 
Of potential interest:

gartner12.gartnerweb.com



To: Alex Chun who wrote (24414)12/9/1999 4:14:00 PM
From: jim kelley  Read Replies (2) | Respond to of 64865
 
Alex,

I am looking for companies that have excellent fundamentals and management as well a great future markets. I eliminate companies from my portfolio when I catch the management lying or misleading the investors.

SUNW is not in my portfolio because it engages in marketing hype with its stock. For example, the claim that " 75% of web traffic" going through Sun servers is very misleading to most people when SUNW's actual market share is about 13%.
There are many other examples. Management that allows this behavior is dishonest.

It seems to me and others that this stock has gone parabolic and lacks fundamental support for the current price level. I expect the bubble to pop on this stock when the rubber meets the road.

:)



To: Alex Chun who wrote (24414)12/14/1999 12:01:00 PM
From: Alex Chun  Respond to of 64865
 
Does anyone else here own BWSI (they do business with Sun)?

Alex