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

To: cfimx who wrote (7630)	2/10/1998 11:23:00 AM
From: Charles Tutt	Respond to of 64865

And you, twister, seem to me to be a SUNW perma bear. Every drop is vindication, and every rise is a shorting opportunity. You'd rather denigrate Sun than make money by investing in it. So there! I was an Apple shareholder for about a week earlier this year, and spent some time monitoring that thread. I know what you mean. It reminds me of once when I walked through the Kuwait airport during the war between Iran and Iraq. Groups of people, who I was told were Iranians preparing to return to their country to fight, were chanting and generally carrying on, presumably to build courage for what was ahead. JMHO.

To: cfimx who wrote (7630)	2/10/1998 1:10:00 PM
From: Andy M.	Read Replies (3) \| Respond to of 64865

Twister, Your comment about the irrationality of Charles being a perma-bull implies that people haven't been making money on Sun. In fact, in the fourteen months or so during which I've been reading your perma-bearish comments on Sun (from way back in December of 1996 when Sun was in the 26-28 range and you said it was "going down" from there) there have been many chances to trade Sun and make 70-90% gains and to buy and hold and be up 50-60% as of today. As a perma-bear who apparently spends a fair amount of time following Sun it's you who've missed out on some substantial moneymaking in this stock. You qualify for perma-bear status because no matter how Sun adjusts its product mix--adding more high end servers and storage products, slowly building out Java's influence, adding workstation products at the low end, for instance--you still tend to see them as a doomed workstation company. Having said that, I am getting worried that Sun will become increasingly isolated as the NT juggernaut continues, and at some point, who knows, the product mix won't be enough to keep the company growing, but so far Sun has being doing well; they continue to innovate and enter new markets. Their Javastations got a good review in Computerworld this week, etc. I'm not that familiar with Apple's story, but I've never seen the comparison fleshed out in a convincing way. One last thing, if Charles doesn't mind me bringing it up, Charles has not been a perma bull. If I remember his posts, he unloaded some Sun in the thirties a few months ago, and then regretted that he had not been a permabull. Not every company makes money forever, but Sun seems healthy enough to stick with for now. Andy