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

To: Marc Hyman who wrote (54635)	6/18/2003 12:19:28 PM
From: cfimx	Read Replies (1) \| Respond to of 64865

ahhhhh you have just discovered how to KILL a tech company. DON"T give the customer what they want cuz it sucks. our stuff doesn't SUCK. they'll come around...they will see the light...we just need to edjcate em...

To: Marc Hyman who wrote (54635)	6/19/2003 8:28:42 AM
From: John Carragher	Respond to of 64865

from street.com who are the most likely long-term losers? There are too many to name; any company that's not No. 1 or a strong No. 2 in its category is in a perilous position. A few of the obvious candidates include: Hewlett-Packard (HPQ:NYSE - news - commentary - research - analysis): It's a stretch to see much value here. The fat margins generated in printing will soon be under siege by Dell; also, I think the merger with Compaq will eventually be viewed as a disaster, despite the initial earnings bump, largely a result of a slew of accounting charges. EDS (EDS:NYSE - news - commentary - research - analysis): With a weak balance sheet, increasing deflationary pressure, industry overcapacity, a history of poor risk management and a significant competitive disadvantage to leader IBM, it's hard to see EDS being anything more than an also-ran in IT services. Sun Microsystems (SUNW:Nasdaq - news - commentary - research - analysis): I panned this stock when it was trading at $11.88 some 19 months ago. I said it was worth $5 per share -- now that it's trading around $5, it's still a problematic holding for long-term investors. With a strong financial position, it has staying power -- but so does Apple. Sun is quickly becoming an also-ran on its way to becoming an afterthought. It faces a similar conundrum as Apple, too: Recreate yourself or die.