Use access key #2 to skip to page content.
$9.48 0.05 (0.53%)
7/18/2008 4:00 PM

Sun Microsystems, Inc. (JAVA)

CAPS Rating:
***

The Company provides network computing infrastructure solutions that include Computer Systems, Data Management, Support Services and Client Solutions and Educational Services.

View All Commentary (JAVA)

Recs

18

Avatar kiltman666 (< 20) Submitted: 1/26/07 1:35 PM : Outperform Start Price: $25.36 JAVA Score: -51.50

Sun Microsystems Inc. is a long term growth story.
Under the new CEO the company has been able to start a long process of rebuilding itself. The market crash of 2000, 2001,2002 left Sun in the Earth. Focusing on the client, cost cutting, R&D, Sun is building a company that in 5 years will command the attention of Wall Street. This is the story of Open Source winning the race like the Turtle and the Hare.

Report this Post Replies: 2 | Reply

Avatar SamsonReagan (< 20) Submitted: 1/27/07 2:35 PM

Recs: 1 | Rec This

Well said. Also, remember KKR injected $700 M. into Sun last Tuesday and took a seat on their Board. Sun already has about $4.5 B. in cash, and is now cash flow positive. Scott Mc'neely and Jonathan Swartz make a great team. Jon is a very smart administrator and is doing a great job of running the day to day operations as CEO. Meanwhile, Scott, being freed from this task, is focusing his time and energy into extracting maximum benefits from the many, many contacts this co. has in the Federal Govt., US corporations, and public and private companies in more than a 100 countries all over the world. Sun has already overtaken Dell in server sales, and is now third behind IBM and HP. In this new
"Participation Age", Sun has all the right perspectives, planning, tools, mgmnt. and staff to regain it's rightful place as one of the premier tech. companies in the world. Patient shareholders will be richly rewarded.

Report this Post Reply

Avatar breadman7 (< 20) Submitted: 2/15/07 12:35 AM

Recs: 1 | Rec This

Maybe its not as long a recovery as you think. About 3 1/2 yrs ago xerox (xrx) was left for dead at $ 4.30. They had very little sponsorship, a product getting chewed off at the ankles and was mired in debt. Now some 42 months later its $ 18..... 4 times the " dead price "
Now we can't by any stretch of the mind compare this company to SUNW.
Sun has a fine product, fine storage business, its own languages, etc and NO DEBT.
So if they do what they say and make the bottom line net 10 % ff sales we will have
Net of 1.5 BB
Shares of 3 BB
P/E of at least 30 = $ 15.00 share price.
SUNW was hithertofore throwing away $ 5 BB/yr on research & dev.. and all those gents didn't find how to make a coocooclock.
SOOOOOOOOOOO, maybe they will find more than a little cost savings, and maybe another product or two etc, etc etc.
This has to be a lot quicker and EASIER turn around than XEROX.
Now if 4x your money doesn't appeal to you ..................................

Report this Post Reply

Featured Broker Partners