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

To: rudedog who wrote (37465)	11/9/2000 10:59:20 PM
From: JC Jaros	Read Replies (1) \| Respond to of 64865

There's no end to how much I disagree with what you're saying. --- I'm reminded that I'm discussing investment theory here with an engineer. <g> --- Here's the thing, dog: SUNW is not DELL. I know you have difficulty understanding one computer company from another, but I didn't reposition massively into SUNW in 1996/97 because I was out for a quick buck and I do not continue to hold SUNW out of "greed". That was a silly thing for you to say (IMO). --- The best investment strategy is to never sell. The wisdom of holding an equity until the fundemental reasons you bought it change is the wisdom of winners. --- DELL, unlike SUNW is a one trick pony. They sell PCs. Dell investors (the one who didn't buy Dell just because of stock price momentum) bought DELL because they were a market leader in PC sales. It doesn't take a rocket scientist to see that PC profitability, growth and all the eggs that DELL has in it's basket are waning at the apex of the mature PC market. Dell no longer even USES the word 'PC' in it's catalog. While they clearly have a future in selling small business PC type servers and perhaps some type of branded client, DELL's glory days may be behind it. Their R&D is entirely reliant on the kindness of others. Unlike SUNW, who thrives on disruptive technologies, DELL is threatened by it. --- Anyway, DELL's innovation was manufacturing and marketing efficiencies. At the point where DELL stops it's earnings 'hypergrowth' (an Adam Osborne term) the DELL investor probably needs to re-examine his or her reasons for holding. --- The concentrated SUNW investor has an equity that is diversification in itself. There's no "greed" in the equation. None. --- Since I bought SUNW, not only has SUNW stayed true to the fundamental reasons I bought it, it's expanded it's goals; it's range, it's value proposition to investors and continues to focus on driving shareholder value beyond current quarters, in a way that is "sadly reminicent" of GE. --- Would you suggest that GE shareholders that do not 'lock in profits' are "greedy"? --- My investment in SUNW has been more than slightly fortunate. My investment goal is to preserve wealth. I've yet to find a better equity toward that goal. --- To say 'no one ever went broke taking profits' is goofy. --- I think I can say with a good deal of certainty that you, an otherwise informed IT professional, does not understand SUNW, the quality of that investment and how to harness that as an investor, into the future. -JCJ