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Technology Stocks : All About Sun Microsystems

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To: Tecinvestor who wrote (23484)11/28/1999 8:06:00 PM
From: Mephisto   of 64865
 
I am very bullish about SUNW and CSCO's future. Their future prospects are more important to me than PE or market cap. I don't pay attention to either in the case of Sunw, Csco or EMC.

[Am I being too optimistic?]

As far as the market goes, I expect it to turn down: higher consumer wages combined with higher consumer spending, and oil price increases lead me to believe that Greenspan will raise interest rates in February. Then, there is 1999 tax selling. And the issue of Y2K lingers in people's minds.

I do not intend to sell any major positions such as SUNW, CSCO, EMC, AMAT, TXN or STM. I have been through rough times b4.

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