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

To: QwikSand who wrote (30246)	4/6/2000 9:37:00 PM
From: QwikSand	Read Replies (3) \| Respond to of 64865

That last exchange raises a question in my mind. Doesn't it occur to the regulars on this thread that we who have entrusted large sums of money to SUNW management should be the exact opposite of uncritical cheerleaders who operate on the theory that everything bad about SUNW is false and only good things are true? I know people here are or have been in management in various capacities. A manager's job, according to some theories, is to hire good people and then basically snooze until there's a problem (that's an oversimplification, but it worked for me <g>). At a shareholder's meeting, which are mostly meaningless dog and pony shows anyway, the people doing the other shareholders the biggest favor are the ones who put the hard questions to the managers, not the ones who say, "Gee I love you Scott". FWIW, I think it's wrong that a "SUNW can do no wrong" attitude prevails on a shareholder's thread, for this or any stock. There's a difference, a very large difference IMHO, between knee-jerk bashing that we get from morons like Jim Kelley or johnd and the clear-eyed discussion of genuine problems. If we pretend there are no problems, we do ourselves a disservice. I don't by any means think there should be an overall negative tone...otherwise why invest. But there should be balanced tone, not a Pollyana tone. No matter how much money the company has made us, we live in a real world where only the paranoid survive. --QS

To: QwikSand who wrote (30246)	4/6/2000 10:06:00 PM
From: Charles Tutt	Respond to of 64865

I think if you believe, as you say, in the company's vision, and if the accounting numbers look good and lack funny business, you're most of the way there. Bad stuff will happen from time to time. Management, if good, will deal with it. You can't micromanage or second guess from outside and you'll go crazy if you try. There have been a few times I've been disappointed in what I saw with Sun, and I've even mentioned some of those incidents here. I, like you, hope the III is imminent. But they can't keep us completely comprised of what's going on without tipping their hand to the competition, so some things will need to be taken on faith. I don't know whether that all fits together; I felt like dinner warranted a bottle of wine tonight. But a lot of what's needed to be a successful investor is just an evaluation, however imperfect, of management's capabilities and forthrightness. JMHO.

To: QwikSand who wrote (30246)	4/6/2000 10:16:00 PM
From: JC Jaros	Respond to of 64865

I am not and will never be a blind cheerleader -- Excuse me, but what do you mean to say there about blind cheerlearders? My youngest daughter is trying out to be a cheerleader this year. I'd hate to think they'd discriminate against a candidate because she was blind. Maybe you meant to say something else. --- Blind *referee maybe, Q? <g> -JCJ