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: cheryl williamson who wrote (9448)	5/1/1998 2:33:00 PM
From: Michael Watkins	Read Replies (3) \| Respond to of 64865

Cheryl, I think it is a bit early to award SUNW the global award for 'Superior Technology & Execution'. If the 'dimwits on Wall St' can't understand the message SUNW is giving, then how are IT buyers at the high-end as well as the consumer end going to comprehend? Part of Execution is sending the right messages. SUNW's are confusing. And McNeally acting like a child on camera doesn't lend credibility to his arguments except in the eyes of the already converted. I am positive that "Enterprise" customers want to deal with grown-ups. SUNW's only chance at ensuring that "Superior" technology wins is to "Execute" better.

To: cheryl williamson who wrote (9448)	5/1/1998 3:07:00 PM
From: Charles Tutt	Read Replies (1) \| Respond to of 64865

I sense some frustration in your posting, and I can relate to it. I've been disappointed with the price of SUNW stock lately, because I don't think it reflects anything close to the underlying fundamentals. However, I believe patience will be rewarded. Never let the bstrds see you sweat. JMHO.

To: cheryl williamson who wrote (9448)	5/2/1998 1:59:00 PM
From: Eugene Goodman	Read Replies (4) \| Respond to of 64865

Cheryl ".... heat.... kitchen.... believe in the company.... whining..." What is RTFN? Do any of your comments have to do with investing? I believe from your first paragraph that you evaluate a stock on its degree of macho. Perhaps along with current ratio, the various cash flows, P/E, we should have another evaluating parameter: the ratio of testosterone/estrogen flowing in the investor when reading the annual report? HWP may have an off-the-shelf unit that can measure it. If the earnings base of sunw were growing and if Wall Street had an idea of how the company is going to handle the obvious challenge from IBM, HWP and very soon now from CPQ, the stock, I feel, would be higher. Instead Wall Street and we, the company owners hear the big boss act like a High School Cheerleader, focusing on the wrong target, MSFT, to extensive applause from other neo-adolescents in the industry and on this thread. Is sunw in the software business? Do they make any money at it? Do the compete with MSFT? The answers, of course, are no, no, no. So why the obsession with MSFT? I have a theory that I can share, if you wish. Gene