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Technology Stocks : All About Sun Microsystems
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To: Holger Johannsen who wrote (5548)11/13/1997 9:21:00 AM
From: harrypolo  Read Replies (2) of 64865
 
Holger, you make a very logical case. But you talk about a reality check...and the real reality check is the stock market itself. The market feels the tech stocks especially are overvalued and has reacted accordingly You can present all the arguments you want about why you feel your holdings are fairly valued...but if the market feels otherwise, and if the "herd" mentality goes against you, you lose. Speaking of herd mentalities...the herd runs on the upside as well as the downside. I don't think Sun, per se, is monstrously overvalued, just that it's losing out to HP, and is getting more and more competition from IBM and Compaq as well in its hardware dept.
Java profits are still far out on the horizon.
As for the Asian markets...they're a major part of Sun's business and if their economies tank, Sun tanks too. Regards, Harry.
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