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

To: cfimx who wrote (51506)	9/13/2002 12:23:13 AM
From: QwikSand	Read Replies (1) \| Respond to of 64865

Softening of my stance? Well, the way things turned out, you were right. I still maintain that it was in no way pre-ordained that you would be right. This is a sad tortoise-and-hare story. Sun had a 64-bit processor what, 8 years ago? 10? Doesn't matter. Itanium started out already way late to the game and then slipped its original schedules by THREE YEARS. During the first part of that time, Sun was growing with record quarter piled on record quarter and swimming in cash (like everybody else), while Intel was screwing up the Itanium over and over and over again for THREE YEARS. Sun meanwhile manages to screw up itself by slipping out relatively minor revs of the SPARC for ridiculously long periods and getting intoxicated by its own hype. Then Sun gets hit by a ton of bricks when the bubble pops and the economy takes the wind from their...sales, I guess. Now they find themselves wrong-sized, spread too thin, with McNealy running the Management Junior Varsity and under inevitable pressure to downsize, which he most certainly will despite the witless bleatings of the Core Group Of Elite Superior Beings On Whom Humanity's Very Existence Depends who have been posting on this thread lately (talk about a bad sign for a stock). You, twister, maintain that this was historically inevitable, that it HAD to happen this way because Intel is Intel and MSFT is MSFT. The Twister Dialectic! LOL! Now we know who the Marxist-Leninist is !!!<G> I don't agree. As I've said before, I think it was a combination of fumbles and plain old bad luck. We weren't supposed to be here. Life's not fair <g>. The story isn't over yet but....$3 ain't much. --QS