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

To: Just_Observing who wrote (47591)	3/4/2002 3:39:41 PM
From: craig crawford	Respond to of 64865

if the analysts are so wrong about this company i'm sure the market would ignore them and send sunw higher. but the truth is, they are not wrong. business is not all that good at sunw and the share price reflects that.

To: Just_Observing who wrote (47591)	3/4/2002 3:42:05 PM
From: techtonicbull	Read Replies (1) \| Respond to of 64865

WRong! Milunovich was the analyst in charge of reporting on SUNW before Tom Kraemer was hired. He was one of SUNW's supporters. Milunovich has entered an era where he remains cautious until he sees the positive numbers. There is no speculation in his report. Realistically he will change his tune if the macro economic environment does improve. You will see capital spending increase rapidly IMO due to the product transition. Layoffs? Possibly a good thing to get rid of dead wood.

To: Just_Observing who wrote (47591)	3/4/2002 3:47:16 PM
From: craig crawford	Respond to of 64865

dan niles made negative comments on intc and trimmed estimates yet intc is up. so obviously the market believes (rightfully so) that sunw just sucks. don't blame orcl or analysts for sun's woes. blame mcnealy and his team of whiners who spend more time complaining about msft than they spend running the company. mcnealy and his pals made it clear to the markets that sun's business outlook is dim when they dumped a million and a half shares in january at depressed prices.