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Technology Stocks : All About Sun Microsystems
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To: cfimx who wrote (7277)1/26/1998 6:16:00 PM
From: Ken Sullivan   of 64865
 
All,

As an ex-Sun I have been wildly optimistic on Sun and had 35% of my portfolio in SUNW with shares accumulated overt the past 3 years between $15 and $43-- probably average $25. I just felt the CPG/DEC merger would raise enough questions over Sun's ability to grow it's enterprise business in the short term that the price would go down to low 30s again -- especially if anything upsets the market this week. There are sure a few threads that may: Iraq, Asia, Clinton.... then I will buy SUNW again.

On the other hand, this allows Sun's strategists to focus more on big computer companies. IBM, CPQ/DEC, HP.... McNealy's goal is still achieveable: among top 3 by 2000.
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