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Technology Stocks : EMC How high can it go?
EMC 29.050.0%Sep 15 5:00 PM EST

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To: Robert C. Barry who wrote (10049)4/27/2000 7:38:00 PM
From: techtonicbull   of 17183
 
SUNW is my largest position with EMC and CSCO second and third. I have seen analyst leave out SUNW frequently, however, if you look at the numbers, SUNW has been one of the most steadily growing technology firms over the last ten years.

I think that it works well for SUNW not to be touted on CNBC TV as much (even though he is on the GE board)because they grow based on their merits not on touts.

I read an interesting point about SUNW today. They only book sales when they get full cash payment from their dot.com clients, rather than book A/R's as sales. A real honest company.
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