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

To: Charles Tutt who wrote (62738)	2/10/2005 2:15:48 AM
From: QwikSand	Read Replies (1) \| Respond to of 64865

It'll certainly be good for Dell. I'm not sure what business IBM's in these days (not ink cartridges), AAPL probably won't get much help from HP's collapse and doesn't really need it, and...is GTW really a survivor? As for Sun, their fate's entirely in their own hands. --QS

To: Charles Tutt who wrote (62738)	2/10/2005 4:05:41 AM
From: Elroy	Read Replies (3) \| Respond to of 64865

HP's implosion ought to be good for Sun and the other survivors -- DELL, IBM, AAPL, GTW. What implosion? All I read was that the CEO was fired. HPQ grew revenues 10% in fiscal 2004 versus IBM's 8% growth, and SUNW's 0%. As for survivors, HPQ has $6 billion net cash and (unlike SUNW) has been EPS positive for at least the last 12 quarters. I don't think they are going anywhere. If anything look for competition to heat up. Seems the HPQ board wants a more aggressive fighter than Fiorina.