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

To: Charles Tutt who wrote (40627)	1/19/2001 3:46:22 PM
From: QwikSand	Respond to of 64865

I say I'm long the stock because I'm long the stock, as I have been uninterruptedly for many years, probably for as long as anyone else on this board. I'm not sure what you mean by "bearish", but I think if you go back and look over my posts you'll notice I've both defended and criticized Sun at different times. The company I am and have always been unswervingly critical of is Microsoft, because I believe its management are criminals. The rest of Sun's competition I generally dismiss as incompetent. I criticize Sun for being slow to act in certain situations. Is that an inaccurate description of how I've posted? I try to be as objective as I can. If by "bearish" you mean I say all bad things about Sun, that's demonstrably false. If by "bearish" you mean I'm not an unquestioning cheerleader who thinks that nothing bad can ever happen to Sun because the game is over and Sun has won, you're right, I am bearish, because that's never true of any company. If by bearish you mean that I dared to recognize (eventually) that part of Sun's valuation was due to a bubble, which at this point I don't think you'll find anybody to deny, you're right I am bearish. Sun is a great company in a highly, viciously competitive business. Andrew Grove did well enough for his shareholders, and he coined the wise epigram "Only the paranoid survive." No big company can afford to forget they're in a war, and the odds can go against you overnight. Everybody has to execute today as if the wolf is at the door. What happened yesterday and today was partially due to macroeconomic factors, and partially due to management lapses. There's no doubt about that in my mind. Does that make me bearish? Is that hard to get? --QS