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

To: Charles Tutt who wrote (41842)	3/8/2001 5:34:09 PM
From: QwikSand	Read Replies (1) \| Respond to of 64865

Charles: you're the last person I like to disagree with but I must in this case. It seems to me a channel inventory problem in the current situation is the default. No computer vendor can avoid one. Sun made a 50% cut in earnings guidance because they knew they had no visibility and were trying to avoid having to make another one. The "caught by surprise" mantra has become so pervasive a chorus coming from so many directions that there must be at least something to it...it can't all be one big conspiracy. If cyborg spinmeister Andy Grove publicly states that "if you expect things to get better soon, forget it", then we have a genuine problem that is bigger than even the best of these industry managers, including the ones at Sun. By the way, I in no way believe that Microsoft's monopoly shields them from this problem. As you point out their real opertions growth is stalled, their next product cycle is likely to disappoint, and, as has been discussed on this thread many times, what with their puts and their employee options and their withered investment portfolio, their balance sheet looks like Alice in Write-down Land, regardless of whether Dubya drops the case and Judge Jackson ends up presiding over juvenile traffic court. --QS

To: Charles Tutt who wrote (41842)	3/8/2001 5:42:26 PM
From: JDN	Respond to of 64865

Dear Charles: God, I hope you are right. I cannot fathom SUNW lying to shareholders about the inventory in the channels. JDN

To: Charles Tutt who wrote (41842)	3/8/2001 5:48:11 PM
From: E_K_S	Read Replies (1) \| Respond to of 64865

Hi Charles : Intel's warning is hitting SUNW now trading at $19 11/16 in the after market! I guess their statement that Intel is having problems and showing slowing growth in their server sales is impacting SUNW. I do not believe it is one that SUNW is stealing their market share but rather that SUNW is caught in this downward spiral. Frankly, I think is is being overdone with respect to SUNW, DELL & CPQ. However, the market is beginning to see this slow down as more than a 2 quarter event. Perhaps it may last throughout 2001! If so, SUNW will be dead money for the next 6-8 months. I continue to hold but am looking at the R&D expenditures that SUNW continues to spend, especially in the P2P area (http://biz.yahoo.com/rf/010306/n0637746_2.html) "Sun Micro buys peer-to-peer search engine InfraSearch". ( here is another link to the peer-to-peer technology Sunw just acquired (http://biz.yahoo.com/prnews/010306/sftu070.html). I believe this investment will eventually pay big dividends looking forward 18 months. Look at Napstar's 2.5 million customers. EKS