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

To: QwikSand who wrote (39805)	12/28/2000 5:44:46 PM
From: Haim R. Branisteanu	Respond to of 64865

QS, it is terrible difficult to be a contrarian. At 55 to 60 I predicted that SUNW will be cut in half, now I would say it is relatively priced right. About analysts and News Papers were were they in March, April or even July? Now we are at the bottom of the cycle in a month or two things will work out winter will pass, oil and NG will drop further and those wiht overseas operation will grab profits for tech penetration in the rest of the world who is about 20 times bigger than the US. As to their buying power ? about twice or more of that of the US. BWDIK Haim

To: QwikSand who wrote (39805)	12/28/2000 10:35:12 PM
From: JC Jaros	Read Replies (2) \| Respond to of 64865

Scotty made a comment a couple quarters ago to do with the assumption that IT spending is the first thing to get cut when businesses (particularly the global ones) pull in their horns. His point was that's not what happens, and in that way SUNW was a hedge, as it were. Proctor and Gamble stock should be tanking, not SUNW. Sun is selling productivity. Sun is selling directly to a company's bottom line. GM might be buying less PCs next year, but chances are their IT budgets, aside from that would be gettting axed to any degree. It's not like, "business is down, we'd better not buy any servers or change our information systems processes.". On the contrary. A value proposition is a value proposition. Either it's there, or it's not. I for one believe, and have believed for some time (since right before buying SUNW with both hands) that the Wintel PC is generally absent that value; that Bill Gates' vision is a lot of double talk and empty promise. There are a lot of desktops to replace with actual value. (IMO) -JCJ