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


To: E_K_S who wrote (53951)5/3/2003 5:15:43 PM
From: JDN  Respond to of 64865
 
I think I remember this rumor from a couple years ago, guess what goes around comes around. haha. jdn



To: E_K_S who wrote (53951)5/3/2003 5:50:51 PM
From: QwikSand  Read Replies (2) | Respond to of 64865
 
Dell sniffing at Sunw?

It does sound absurd, but the longer they go with no net and shrinking sales, the less absurd it gets.

It's absurd on the surface because it would mean that Dell was abandoning the pure "virtual company" just-in-time-pass-through-outsourced business model that has been the key to their success, in favor of a more conventional full-service model like the big-arn OEM's.

On the other hand, with PC's quasi-saturated and shaken out, that might be what Dell needs to find growth in new segments. And the shakeout has affected both the PC players and the big guys, so a SUNW acquisition would position Dell better against IBM and HPQ to offer IT depts' the whole spectrum, which today they are not. Depending on what angle you look at it from, the combination could make sense.

Problem is, even in the unlikely event that Dell was interested, right now there's probably way too wide a chasm between what a buyer (especially a penny-pincher like Dell) would pay, and what the SUNW board would accept.

--QS



To: E_K_S who wrote (53951)5/7/2003 1:45:33 AM
From: E_K_S  Read Replies (1) | Respond to of 64865
 
Sun Micro kindles on takeover rumors
(http://cbs.marketwatch.com/news/story.asp?guid=%7BC852DD76%2DF6A1%2D4FC6%2DBAC9%2D25A65F343C41%7D&siteid=mktw)
Shares hit highest level in more than eight months
By Rex Crum, CBS.MarketWatch.com
Last Update: 4:20 PM ET May 6, 2003

PALO ALTO, Calif. (CBS.MW) -- Sun Microsystems shares edged upward Tuesday as industry analysts debated the merits of the company possibly being acquired by one of its enterprise-computing rivals...