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

To: cfimx who wrote (37911)	11/16/2000 11:27:22 PM
From: QwikSand	Respond to of 64865

As a public service, I'll respond to both of your prior posts with this one: 1. Companies like Sun and Dell are dangerously exposed to the dot-com capital expenditure crunch. Dell???? 2. every tech company is going bankrupt except suncom. And that's because U own it. You can make this statement after they miss one quarter, however we're defining "miss" these days, I'll leave that up to you because it seems to vary for different companies. Zander said today that if infrastructure capital expeditures are an issue, his numbers haven't shown it yet. Is he lying? My opinion is of course that he is not, but we'll know in January. If we hear a standard-issue excuse list then you're right. If we hear superlatives, then you're not wrong, just early<g>. --QS