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

To: Charles Tutt who wrote (63685)	1/25/2006 3:51:34 AM
From: QwikSand	Respond to of 64865

I listened to the call and tried to filter out the copious bullshit and listen for key points--a challenging filtering job to be sure. All I care about are products and revenue...the management is good enough to ensure that profits will follow increasing revenue. The numbers were disappointing and McGowan quickly mumbled the crucial line about revenues from the "standalone Sun business" being down rather than up. Plus, I expect shareholders may get hit with more acquisition-related writedowns for a while. However, there actually are a few hopeful signs: newly announced computer products have not failed yet and may even be showing signs of life. Therefore Sun should get another quarter or two before any conclusions are reached. IMHO it's still too early to judge the impact of new products. Stock may drop like a rock for the rest of the week but I still don't think the fat lady has sung. --QS

To: Charles Tutt who wrote (63685)	1/26/2006 3:53:28 PM
From: alydar	Respond to of 64865

Mr. Tutt, We need a run like AMD. They came back from the dead and the momentum they have both in marketshare gains and their stock price is pretty amazing. Proving that my timing is wrong and that I should not listen to the asshole analysts, I sold 1/2 of my LEAPS when the pricks all were downgrading the stock. Since their earnings release and INTC's earnings debacle the stock has gone up 8 points in a couple of weeks. I can't win. Any thoughts on AMD at this price? SUNW will get a AMD type of run; but when? I need help:) Alydar

To: Charles Tutt who wrote (63685)	1/27/2006 2:59:11 PM
From: alydar	Respond to of 64865

Hi Charles, Yes, Ms. Conigliaro got back at Mr. McNealy for the attack on the conference call. She is not projecting a profit for the next couple of year. I am beginning to think she might be right. After watching this company crumple for the past 5 years I am beginning to think that I am going to throw in the towel. At best, maybe someone would buy them out like IBM. I believe in SUN's SOA architecture plan and believe IT will be a service in the future like a telephone or water. But when? MSFT had credible earnings this quarter and they are selling product and not services. The transition to a SOA architecture might be 10 years away and that is an awfull long time to sit on a stock. I am a patient person but my patience is running thin on Schwartz, McNeally and the crew saying things are good but they make excuses for not making money. They were cash flow negative this quarter so they cannot even crow about that fact. Just ranting. Alydar never did beat Affirmed. I am wondering iif the same might be true of SUNW against their competition. Alydar

To: Charles Tutt who wrote (63685)	2/2/2006 11:56:38 PM
From: Michael F. Donadio	Read Replies (1) \| Respond to of 64865

All those interested in how Sun is doing, I suggest you listen to the Sun Analyst Summit at: sun.com Charles, I reacted in a similar manner to the way Scott replied to Laura Conigliaro. In my case part of my reaction was from disappointment. I was so sure Sunw was finally going to validate my longstanding conviction that it was on the right path and would now demonstrate it, that the disappointment led to disgust that yet another quarter had not demonstrated it. My response, however, was more emotional than analytical. On second thinking about Scott's comment I realized he simply did not want to be in the position of forecasting performance. He has been under intense scrutiny and criticism because of Sun's stagnant stock performance. The Yahoo Sunw thread, when not discussing the "world disorder", spends huge amounts of time bashing Scott and would sooner "impeach" him than Bush. It seemed like it was time for a Sunw turnaround and in some respects it didn't seem to happen. I use the word "seem" on purpose. I've been amazed at what a steadfast supporter of Sunw you have been, so I was taken aback by your response. It would be a shame if you left just at the cusp. If you are not completely burned, I urge you to go and listen to the 2 day Sun Analyst Summit that is available at the Sunw investor site. Scott presented the perspective about Sunw that I am sure you have heard before, but I was especially impressed by Jonathan Schwartz' discussion about open source, solaris 10, java, and where it is taking Sunw. Marc Andreessen (co-founder of Netscape), who is now deploying his latest business (Ning) on Sun servers with Solaris 10 speaks to Jonathan about how and why he went with Sunw when his original deployment had called for linux white boxes on AMD or Intel. He gives a rave review about SUNW and provides data to show not only how much money he was saving going with Sunw, but how better positioned technologically NING is because of SUNW's scalability and the robustness of the software. Steve McGowen,(Sun's CFO) is also noteworthy in analyzing how to evaluate Sun's financial performance. Sun is doing a lot better than you may think from what 'seemed' a disappointing quarter. QuikSand and JDN picked up on some of the points he makes, but there are more. McGowan's analysis shows what may really be in the first true signs of financial recovery for SUNW. The link for the Sun Analyst Summit again is: sun.com