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Technology Stocks : All About Sun Microsystems

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To: lee kramer who wrote (32764)	6/13/2000 12:45:00 PM
From: JC Jaros	of 64865

The 'never utter the word sell...' mantra doesn't preclude keeping a vigil on diverification opportunities. It's just to never consider the equity as liquid or fodder for trades and whatnot. The assumption is that I have no better, no higher quality asset than this. That doesn't mean I'm not on a watch for something better. The percentage of the concentration speaks volumes to the ongoing quality of the equity. You could name another equity and I could likely be able to tell you why I'm in SUNW and not *it. --- The ugly surprise scenario of your post is addressed by the high cost of entry into this business. There isn't a left field to come out of when the company itself is driven by disruptive techologies. --- I don't recommend being SUNW concentrated. Beyond that, I can't IMAGINE being as concentrated in any other equity. It's pretty unique (IMO). -JCJ

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