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Technology Stocks : All About Sun Microsystems

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To: Jacob S. Rosenberg who wrote (17220)	6/20/1999 1:51:00 PM
From: Marvin Mansky	Read Replies (1) of 64865

Jacob: Shorting DELL by your reasoning is compelling. I will consider it. Also note that Oracle beat estimates handily. This is bullish for SUNW in my opinion since ORCL runs on SUNW equipment to a great degree and Scott McNealy and Oracle CEO Larry Ellison are very "tight friends" and work together to counter-balance the WINTEL hegemony. So I am buying more SUNW! What do you think of the $4 Bln shelf registration? Do you think SUNW is on the prowl for an acquisition of a Java tools company?

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