Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: IQBAL LATIF who wrote (42580)	5/15/2002 4:19:10 AM
From: IQBAL LATIF	Read Replies (1) \| Respond to of 50167

Sun Microsystems (SUNW, news, msgs) and Oracle (ORCL, news, msgs) in the single digits. “Unless you think there is going to be an extinction-level event and Sun is going away, at six bucks I’m comfortable buying it now,” he says, contending that the company has deep management that can survive the recent loss of a couple of top executives, a ton of cash, not much debt and a lock on the high-end UNIX workstation business. Rekas doesn’t buy the current argument that Hewlett-Packard (HPQ, news, msgs) is eating Sun’s lunch in the high-end server business, and he doesn’t think low-end servers running Intel (INTC, news, msgs) chips and Microsoft (MSFT, news, msgs) software pose a serious threat on the low end either. Rekas is not expecting the stock to go from $6 to $12 overnight, however, adding with a guilty laugh: “I’d be happy to see it go from $6 to $9 in the next 18 months.”