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

To: alydar who wrote (63727)	2/12/2006 8:10:28 PM
From: sdpjf	Respond to of 64865

I believe you are correct in your thinking. Sun is a good example, it has ample brain power, ample cash, little or no debt, an important customer base, some vision for the future, (right or wrong, we won't know until we know) and everybody hates it. But you must remember that the haters were at one time the lovers. Its easy to love at 100 and easy to hate at 2.75. If some of these folks are so brilliant why were they not haters at 100? Sun is basically the same Co but maybe better now with a leaner profile and a ton of R&D behind them. I did buy Sun a little to early, however I made up for my mistake in this low area. After it came down from the split highs of 80 plus, I thought the twenties looked pretty good. Who could know that 9-11 was just around the corner? I note a great deal of frustration at times with Sun on this board, but one must remember that big companies with great mass, like large vessels or trains, take time to change directions and get back up to speed. I started investing in equities as a teenager, following in my fathers footsteps. I am now 68 years old and I have a few stories to tell. Thanks to all I enjoy your posts Peter

To: alydar who wrote (63727)	2/13/2006 12:08:02 AM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 64865

I think buy and hold is already back. And for that matter buy the dips is back. The only problem is that like in the very early 90s we only have a very growth stocks and sunw is not really a growth stock right now but maybe that will change. The growers I know about so far are goog,aapl,crm and brcm now.

To: alydar who wrote (63727)	2/13/2006 8:13:07 AM
From: sixty2nds	Respond to of 64865

My finance/econ profs taught the same thing in the early 80's. Except for one. A fellow named Bhaskar. His textbook was The Commodity Futures Game. Who wins? Who loses? Why? It introduced me to TA. It's still one of my favorites. Now I have a portion of my total portfolio dedicated to TA. It's my version of a hedge fund. I never could understand why finance and economics profs who acknowledge the existence of the business cycle would not accept the possibility of cycles in stock prices.

To: alydar who wrote (63727)	3/6/2006 4:21:56 PM
From: sixty2nds	Read Replies (1) \| Respond to of 64865

12:10 SUNW Notable Mention: Sun Microsystems (4.56 +0.13) This morning, Caris published a note on SUNW, saying they believe that there is evidence that SUNW's board -- at who's pleasure CEO McNealy serves -- has recently become more active in discussions with line mgmt as well as playing a role in convincing Board member and retired CFO Michael Lehman to return to the position of the co's CFO. When the firm last spoke with Mr. McNealy about his plans, he indicated that he was staying on "until the job is done." They say he concurred that finishing this job meant at least three things: Reestablishing product superiority, regaining control over costs and igniting demand in a broad and balanced customer base. They believe these three criteria have largely been met. Accordingly, firm will not be surprised if McNealy does indeed decide to step down. They think that leaving Sun in 2003 could very well have spelled doom for the co. In 2006, they suspect that the co could move on, perhaps to even greater accomplishments.