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: cfimx who wrote (38799)	12/9/2000 12:22:17 PM
From: QwikSand	Read Replies (3) \| Respond to of 64865

qwik. make a note to self. the stock market discounts THE FUTURE. Believe it or not, twister, I have actually learned that lesson, after all the money it's cost me in the stock market (on stocks other than SUNW). I've become dimly aware that the stock market discounts the future. But that's precisely why the Sanford Bernstein note is a piece of toilet paper (of the "used" variety). It attempts to get its reader to discount the past, in the form of yet another recycling of the same old story about Intel incursions into Sun's market share that we've been hearing for the PAST five years. It used to be the subject of half the posts on this thread before it became obvious that what was suppposed to be happening wasn't...and WOULDN'T. So exactly what is their story? "Consolidation in the Unix market?" "I'll never take another drink?" "I'm going on a diet starting tomorrow?" "I'm sorry honey, come home and I swear I won't hit you any more?" "We weren't wrong, just early?" This Sanford Bernstein note simply says, "This time it's different." And I say, where have we heard that before? It's not different. --QS