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

To: LLCF who wrote (42134)	3/16/2001 6:09:34 PM
From: Prognosticator	Read Replies (1) \| Respond to of 64865

SUNW will probably lose money next year anyway. This is where we disagree in our assessment of the future. IMO SUNW will continue to grow earnings, at a reduced rate in the short term, but still grow. The slowdown they are experiencing is not because of a product shift by their customers, or increased competition from their bumbling industry peers, and is no reason to change their business directions or product strategies. Clearly (using your favorite word) growth in revenues is less certain in the short term. This means, of course, that a long-term market slowdown will mean layoffs and R&D cuts, but everybody else is in the same situation so SUNW can afford to do that. If revenues don't pick up in the back half of the year, then I'd guess that earnings will be flat for 2001, but resume their 20-30% growth by 2002. That's where we differ: you look at today and see only problems, I look at the future and see all the potential. Only time will tell, but I expect you'll not be around if you prove short-sighted, though if you're correct I assume we'll never hear the end of it. Ce'st la vie, mon cheri. P.