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

To: Steve Lee who wrote (44982)	9/5/2001 9:28:44 AM
From: JDN	Read Replies (1) \| Respond to of 64865

Dear Steve Lee: You are mixing long term and short term. Everyone who has said ANYTHING on this subject INCLUDING the SUNW executive was speaking SOLELY on the SHORT TERM. If he is guilty of spreading disinformation so is the ENTIRE INVESTMENT community. I have said it before and will say it again here, in my experience I believe the sunw management to be as straight shooters as any. In FACT the only company I respect management of as much is EMC. JDN

To: Steve Lee who wrote (44982)	9/5/2001 9:40:43 AM
From: Charles Tutt	Respond to of 64865

My guess is that he voiced an opinion because he was asked for one. I certainly don't see any "disinformation" in what he said -- surely you don't disagree with him? Are you trying to say the HP-CPQ merger will be silky smooth? JMHO. Charles Tutt (TM)

To: Steve Lee who wrote (44982)	9/5/2001 1:02:31 PM
From: QwikSand	Read Replies (1) \| Respond to of 64865

But if the Sun guy does know, why does he warn his competitors of their mistake? It is not good business to warn competitors of their mistake. I believe he is spreading disinformation. Unfortunately that PR gets read by SUNW shareholders as well as CPQ/HP shareholders. Disinforming your own shareholders is illegal. Steve, that is a pretty disingenuous paragraph, with weird stuff in every sentence. It shows an unmistakable bias against Sun. The Sun guy doesn't know, and he isn't disinforming anyone. He expressed the same view expressed by 90% of the people quoted in the press on the subject (even twister!): the merger appears to be an ill-starred attempt to make a right out of two wrongs. Nothing remotely illegal about saying so to anyone. One of the most lamentable things about the high-tech business in general (and the thing that makes the honest and down-to-earth Warren Buffett look most like a gentleman compared with every single tech executive) is that it runs as much on hype as it does on product, almost to the same extent as Hollywood, the slimiest of all industries outside Wall Street itself. When a competitor does something even vaguely threatening, a high-tech executive is going to say something bad about it, whether he has to 'spin' or not. In this case the Sun guy doesn't have to 'put the worst face on things' cause their real face is bad enough. But if he did, he would. That's just how it works, for Sun and everybody else. Pretty elementary...all stuff that everybody knows. You're compelled to express animus against Sun for some reason. You're a smart guy, it's transparent and beneath you. --QS