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

To: cfimx who wrote (45640)	10/3/2001 1:00:17 PM
From: Kevin Rose	Read Replies (1) \| Respond to of 64865

Laggard compared to what? All stocks? Tech stocks? Big caps? The traditional competitors: HP, IBM? What are your thoughts about how much of a laggard? For example, if NAZ gets back to 2000 (33% increase), what would you say SUNW would do from here? If IBM goes up 33%, what about SUNW? Would be interested in your viewpoint, as you seem somewhat bearish. A bearish data point would help formulate a risk/reward formula (there are already plenty of bull data points on this thread :) Thanks.

To: cfimx who wrote (45640)	10/3/2001 1:23:37 PM
From: techtonicbull	Read Replies (1) \| Respond to of 64865

To what do you base your observations? I have heard that that companies who do not lay off staff, and have cash on hand will be at a competetive advantage when the economy turns. Also, I have heard that those companies that introduce new product lines as SUNW has stand a better chance at snapping up the new business. Where is the source of your observation? Are you saying that servers will not be in demand as they were? Are you saying there is a flaw in SUNWs offerings? Please explain.

To: cfimx who wrote (45640)	10/3/2001 1:31:24 PM
From: Charles Tutt	Respond to of 64865

Sun has been "under heavy attack" ever since I can remember. I think HewPaq will disappear from the non-Wintel server market, which should present a major opportunity for Sun. IBM needs to start growing revenues or their balance sheet will catch up with them, so I expect them to be aggressive. However, their lack of focus and premium pricing will bite them. SGI seems to be in flameout mode. Dell's whole business model is centered on not spending money on R&D or service, and unless they change that, I doubt they'll present credible competition. Sun's hanging on to their people should prove to have been a wise move "if and when the markets stage a rebound." Do you remember how hard it was to find good employees in 1999-2000? All JMHO, of course. Charles Tutt (TM)