Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Eugene Goodman who wrote (9434)	5/1/1998 1:48:00 AM
From: Gottfried	Respond to of 64865

E.G., EPS growth estimate... SUNW: BUCKINGHAM RES decreased estimate for long term EPS growth from 20.00% to 18.00% per year on 04/30/98 [source Zacks] GM

To: Eugene Goodman who wrote (9434)	5/1/1998 11:53:00 AM
From: Homer	Read Replies (1) \| Respond to of 64865

Gene, Enjoy your posts! Can I use a few of your words to ask why you haven't sold your sun shares? Do you expect a share price in the low 40's for as short a term as another quarter? How much do you see on the downside of Sun? Thank you The world would be better is Microsoft were minced meat. Well, it would not. Others would become king of the hill. McNealey wants the operating system to be Java based, under his control, so that he can get all of that money. He can be king of the hill and the richest man in the world. They may end up screwing up Microsoft's business plans, but as an owner of SUNW shares, I think that McNealey's time might be spent more benefically ny managing his company. My investment in SUNW has been almost dead money for last two years. When MSFT or any of my other stocks no longer meet my original assumptions, I'm out. When faced with something that I don't like, I have always found that the Shirley Temple paradigm works best: Give me what I want or I'll hold my breath forever. Talk : Software : MSFT Internet Explorer vs. NSCP Navigator To: Daniel Schuh (18408 ) From: Eugene Goodman Friday, Apr 10 1998 12:47AM ET Reply # of 18852 It is obvious that there is no connection between McNealey's brain and his mouth. At one point in the Senate hearings he said that If..blah..blah..Microsoft had not ...blah..blah our computers would be run on Nintendo's OS. My God. What a jerk. McNealey thinks that America, our society and economy would be better off if the Japanese supplied the OS for 85 % of the worlds computers. No, McNealey wants the operating system to be Java based, under his control, so that he can get all of that money. He can be king of the hill and the richest man in the world. An ego trip by another Steve Jobs. Hubris as a substitute for technological excellece. Last weekend WSJ Interactive had an article that said that Klein and one of his acholites from the DOJ was touring the West Coast to see what Valley mafia would accept as an acceptable result to the existing charges. Is this due process? They may end up screwing up Microsoft's business plans, but as an owner of SUNW shares, I think that McNealey's time might be spent more benefically ny managing his company. My investment in SUNW has been almost dead money for last two years. Gene

To: Eugene Goodman who wrote (9434)	5/1/1998 1:56:00 PM
From: cheryl williamson	Read Replies (3) \| Respond to of 64865

Gene, If you can't stand the heat, get out of the kitchen. Either you believe in the company, or you don't. Stop whining about your investments and your opinion of how the CEO is running the company. If you were to RTFN once in a while you would realize that SUNW has and will continue to follow a consistent strategy to gain marketshare in Enterprise Computing while pursuing a new path in licensing products for the consumer market. To the extent MSFT gets in the way, they're going to get whacked by SUNW's superior technology and execution. My impression is that the two companies have some interests that intersect and some that diverge, and it probably will stay that way for a while. If McNealy wants to get on the air and call Bill G. a "scumbag", who the hell cares, as long as the company continues to grow its revenue and earnings base. The stock will take care of itself, once the dimwits on Wall St. finally understand the impact of SUNW's forward-looking strategy. If SUNW's strategy is all it's cracked up to be, we'll start seeing it in earnings within the next year to 18 months. I believe that, after all is said & done, great companies are driven by great ideas, and great pretenders wind up paying the price. cheers, cherylw