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

To: techtonicbull who wrote (39249)	12/15/2000 2:01:26 AM
From: QwikSand	Read Replies (2) \| Respond to of 64865

Greenspan is the key to this turnaround I agree that Greenspan is one key on the ring. Sun itself is an even larger key. From Briefing.com, a terse restatement of various longer articles that have been posted over the past few days: Sun Microsystems (SUNW) 31 11/16 -1/16: Bernstein said that while quarter appears to be on track, its checks with resellers reveal that no one had access to any UltraSparc-3 based products, and the company's website store states that US-3 products are "delayed"; while not likely to have a material impact on Q2, the news is disturbing in that it suggests there are execution problems with initial US-3 rollout; and that the rollout plan for midrange and high-end US-3 servers scheduled for the first half of 2001 may be further delayed. Shareholders can't hold malicious rumors or macroeconomic slowdowns or market slides or the weather against management. But we don't need the above BS providing grist for analysts. As I've whined here many times for over a year, the greatest threat to my Sun investment is neither the current market weakness nor the coming economic difficulties. Rather, it's Sun's own execution. Splitting the stock only "helps" people on Yahoo who have stopped taking their medicine. You can't wait so long to get products out in the computer business and remain a leader. I don't see how this stock can begin to approach its highs unless the new product cycle takes off in a hell of a hurry. At some point it will be too late. --QS