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

To: cfimx who wrote (53834)	4/19/2003 6:37:20 PM
From: Charles Tutt	Read Replies (2) \| Respond to of 64865

If it costs $500B to rebuild Iraq (surely it will be SOME multiple of the $100B +/- that it took to blow it up, because it's always harder to build than to destroy), and 20% of that goes to telecom, and Sun get's its customary cut of that, then I think we may do well even though the U.S. economy continues to tank under Bush. JMHO. Charles Tutt (SM)

To: cfimx who wrote (53834)	4/19/2003 7:03:24 PM
From: QwikSand	Respond to of 64865

try and sell the company to the japanese Not out of the question IMHO. --QS

To: cfimx who wrote (53834)	4/19/2003 7:03:50 PM
From: Dinesh	Read Replies (2) \| Respond to of 64865

I doubt if that's going to ever happen. But Scott's tone is more somber these days FWIW. Too late? The real question is - what are Sun's strengths, and are they taking full advantage of them? IOW, what programs would you initiate (or chop) if you were the CEO for a bit? Sun has shown a visible tendency to go it alone, leading to an NIH operating model and consequently, a loss in size power. Root cause - a heady ceo who appears to be more interested in sound bites than real substance. JIMHO. All the same, I doubt if the stock will (dip&) remain below $3 for long as long as they don't begin to burn cash at a rapid pace. BUT, while the costs appear under control, the revenues do not. -d