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


To: QwikSand who wrote (41429)2/21/2001 5:59:32 PM
From: Charles Tutt  Read Replies (1) | Respond to of 64865
 
I just noticed that SGI was up today. Now THERE'S a hoot!

JMHO.

Charles Tutt (TM)



To: QwikSand who wrote (41429)2/22/2001 3:49:19 PM
From: chic_hearne  Read Replies (1) | Respond to of 64865
 
I certainly don't know anything but I don't think we'll see SUNW at $15 even after they warn tomorrow.

So you think they warn tonight? That sure would be ironic, the day I'm offered OT in March building rs6000's and all. <GGG>

I think this USIII situation is a much bigger mess than anyone is speculating. I was correct almost a year ago when I said this puppy was MIA, but I was wrong about the consequences. I thought SUNW's inability to get new product to market would have an immediate impact. Instead, SUNW's inability to get new product to market is having more of a delayed affect [which we are starting to see now IMHO]. Now that I've been in the biz a while longer, I'm understanding these decisions aren't made over night, more likely over months and usually being part of a multi-year plan. So SUNW's ultraSparc III debacle didn't have an immediate impact upon business, but the seeds were planted for future problems. The insiders sure picked a good time to sell, didn't they?

chic



To: QwikSand who wrote (41429)2/24/2001 1:48:08 PM
From: cfimx  Read Replies (1) | Respond to of 64865
 
what u r not acknowledging is that managment is RESPONSIBLE for the absurdity in its trading last year. ergo, they r RESPONSIBLE for where it is now. Remember 40% growth rate? sub 10% is a long way from that. ever heard of UNDER promise and over deliver? Scott and co HAVEN"T. Any FOOL could have seen that 40% growth was unsustainable. Yet they sanctioned it and now ridicule the analysts for parroting what they SAID. This isn't over by a long shot. In fact, it's ONLY inning four. Do I expect a bounce? I've been waiting for one and hoping for one.