BeachRider

Sinking or Rising: Top 10 S&P Winners and Losers, Year-to-Date

I am always fascinated by the press that JAVA gets. Certainly, JAVA was beaten down badly in 2008. Java is a good buy IFF their next quarter shows that their operating model from the previous quarterly report is continuing. Too many long-term projections for JAVA performance have been made from the jumpy quarterly successes/failures.

The HP and IBM Solaris-on-Intel deals don't weigh in for much. It is more about their own software-sales and hardware-sales.

It seems likely that both will contract a bit for the next few quarters. The economic outlook for USA, Europe and Japan isn't rosy enough yet to predict better stuff.