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

To: uu who wrote (41614)	2/26/2001 9:37:03 AM
From: High-Tech East	Read Replies (1) \| Respond to of 64865

February 26, 2001, New York Times, I.B.M. Makes Sun Back Down From Claim as Top Server Seller by Barnaby J. Feder Sun Microsystems wanted to accent the positive when it warned Wall Street last week that earnings and revenue would fall short of estimates in the current quarter. But even though business was slowing, the company said, Sun was still gaining market share at the expense of its rivals. Ed Zander, Sun's president and chief operating officer, told analysts during Thursday's conference call that the latest figures from market researchers at Dataquest showed that Sun passed I.B.M. last year to become "the No. 1 server company on the planet." Servers are the hub computers that enable users to share a network's resources. The next day, Scott McNealy, Sun's chairman and chief executive, told an interviewer on CNBC that the International Data Corporation, Dataquest's main rival in the information technology research business, "announced just recently we are the No. 1 server company in the world today, bigger than I.B.M. in new server sales." Since bragging rights are a big deal in the computer business, it did not take long for an infuriated I.B.M. to complain that both statements were false. International Data has not yet published its summary of last year, I.B.M. pointed out. And Dataquest, a unit of the Gartner Group, actually concluded that although Sun's revenue from server sales exceeded that of I.B.M. in the United States, I.B.M. was still the leader in unit sales. More to the point, Dataquest indicated that I.B.M. was far ahead of Sun on a worldwide basis in both revenues ($13.7 billion to $9.7 billion) and units (656,457 to 289,040). "You can't argue the worldwide numbers," said Michael Fay, an I.B.M. spokesman. "It's not even close." Sun's response? "The boys slipped up," said Lisa Ganier, a Sun spokeswoman. "We'll have to remind them to be more specific." Ms. Ganier said that the company's news release last Tuesday on the Dataquest numbers was careful to correctly identify the nature of Sun's lead in the United States. (The release is posted at www.sun.com under a headline that implies a broader claim). "I find I.B.M.'s reaction amusing," Ms. Ganier added, indicating that Big Blue is no slouch at extracting rosy pictures from isolated points in market research. I.B.M.'s Mr. Fay draws a distinction. "There is a difference," he said, "between focusing on trends and lying." Copyright 2001 The New York Times Company nytimes.com

To: uu who wrote (41614)	2/26/2001 10:59:51 AM
From: High-Tech East	Read Replies (1) \| Respond to of 64865

I am planning to buy even more of SUNW at the current prices pending the availability of my cash. In about a year (most likely much sooner) we all will have wished we had bought more of the stock at these prices. There are so many sales going on right now it is really not too difficult to buy anything now to gain at least 60%-100% in about a year from now. From SUNW, JDSU, to CSCO, NT, IFMX, ORCL, to... this is perhaps one of the golden opportunities of this century (if not the next)! Good morning Addi, my friend. For the benefit of those who do not know either of us very well, you and I go back to the spring of 1997 when I joined SI. Secondly, anyone who knows you through your posts realizes that you are intelligent, articulate and a real gentlemen. You are also a very positive and upbeat person who I admire. Now for the knife - ha, ha - you knew that was coming, didn't you. I agree that SUNW at a price of 15-20 is *probably* a good value right now. By probably, I mean about a 60% probability that it is a good buy at this level. However, because of all the macro economic factors that I have stated here many times, there is about a 40% probability that SUNW will experience a price of 10-15 between now and late summer ... and it *might* stay at 10, 15 or 20 for a number of months or even much longer. Why, Addi, do you believe all those positive things about what you think will happen in about 12 months? I continue to believe that SUNW will be an excellent investment over the long term - but I would be very surprised if any of the best "large cap" U.S. technology stocks will be up significantly a year from now. Obviously, I could be 100% wrong as I have been many times. Almost everyone who is bullish for later 2000 or early 2001 bases their positiveness on the fast arriving cuts in interest rates, large increases in the money supply, tax cuts and the axiom, "don't fight the Fed." My opinion is that millions and millions of investors will likely hang themselves with their hopes and wishes that all we have to do is wait for the Fed to save us. It *could* be that no matter what the Fed does and no matter what tax cuts are passed, that it could take a year (even two or three years) for all the excesses to be wound out of the economy. ... and that likely possibility (my opinion, obviously) makes me very cautious - as I have been since January, 2000. Disclaimer: The above is my personal opinion. I recommend that you do not base your investment decisions solely on any one person's views or analysis (including mine). Do your own research and take personal responsibility for your investment decisions. Ken Wilson

To: uu who wrote (41614)	2/27/2001 6:58:43 PM
From: SouthFloridaGuy	Read Replies (1) \| Respond to of 64865

Addi, I am surprised you have any cash left after the numerous bad calls you have made. Anybody who wants to see Addi's record need only go to the CSCO thread where he has stopped showing up out of utter embarassment.

To: uu who wrote (41614)	2/27/2001 7:24:27 PM
From: High-Tech East	Respond to of 64865

eh addiiiiee .... ya want like I shud go down ta da big apple an ruff dat NewYorkCityBoy up a liddle bit, huh .... I mean really now, of all the noive - taukin bout my buddy like dat ... sheesh ... Kenny 'da bone' - yah pal

To: uu who wrote (41614)	3/12/2001 4:55:27 PM
From: SouthFloridaGuy	Read Replies (1) \| Respond to of 64865

. There are so many sales going on right now it is really not too difficult to buy anything now to gain at least 60%-100% in about a year from now. From SUNW, JDSU, to CSCO, NT, IFMX, ORCL, to... this is perhaps one of the golden opportunities of this century (if not the next)! Gee Addi, looks like they just reduced everything an extra 25%.