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Strategies & Market Trends : Bowling Alleys and Tornadoes: G&K Hunting Grounds

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To: Mike Buckley who wrote (86)8/15/1999 10:11:00 AM
From: gdichaz  Read Replies (1) of 153
 
Mike: While I still limit my actual investing to telecom related areas, I still hold Sun Micro and Cisco from the "old days" - they are just such strong investments (and my cost is so low) I can't bring myself to sell and I notice that among the many strings to Sun's bow is storage. In fact Sun says it is emphasizing storage this year. In all the discussions of EMC and NTAP et al here and on the sister G&K thread, on storage, Sun is conspicuous for its absence. Why? Chaz
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