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Technology Stocks : All About Sun Microsystems

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To: Charles Tutt who wrote (48542)	4/28/2002 9:46:41 PM
From: techtonicbull	of 64865

But savvy market watchers note the strength is found mostly in small- and mid-sized consumer-related companies, while larger firms that sell products to businesses are still struggling to meet earlier projections. Because larger stocks account for more in benchmark stock indexes, they can inordinately sway the indexes' performance. "Once all the dust settles, you'll see we have a very good earnings season for small- and mid-cap companies and a mixed one for large companies," said Louis Navellier, who oversees $6 billion for Navellier & Associates. "You have to buy consumer-driven stocks or companies that rely on government spending. If you're dependent on business spending, like (computer systems giant) Sun Microsystems Inc. or (software maker) Oracle Corp., you're dead."

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