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Technology Stocks : All About Sun Microsystems

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To: cheryl williamson who wrote (24102)	12/6/1999 8:36:00 PM
From: E_K_S	Read Replies (3) of 64865

Hi Cheryl: I still think SUNW's management is one of the best in the high tech market. Here are some more of RudeDog's opinions regarding Sunw...I am a holder of both SUNW and CPQ and I am interested in the ongoing debate. I think SUNW has the advantage in their management team and some of the new internet appliances that will hit the market in the next 18 months. Profit margins for SUNW are higher than CPQ and SUNW is growing their service base faster than CPQ. I do think at current market prices CPQ may be the better buy but SUNW may have the better long term prospects and market growth for the future. I continue to hold both companies.... =========================================================== From: rudedog Monday, Dec 6 1999 3:55PM ET Respond to Post # 73339 of 73353 Jim - SUNW is in some ways like DELL was in January - although their underlying business is good, their stock price has gotten way ahead of their ability to grow the business, and they will eventually trade in a range until the reality catches up with perception. Although they are no where near as well managed or nimble as DELL. They have a high cost structure and little ability to change market segment. Having said that, I don't know when the peak will come - they are riding a tidal wave of PR with little basis in sales or market potential. SUNW would sure have been a good buy any time in the last couple of months. I would not get on board on either side at the moment - too little fizz left to go long, too much uncertainty about market perception vs. reality to go short. I think there will come a point sometime in the next few months when the pattern for 2000 will become apparent. If I were holding SUNW now, I would be watching for a good opportunity to sell covered calls. Or maybe I'd just take the money and run... ========================================================== I sold some covered calls on my CPQ for December as they had a pretty good run in the last 10 days. EKS

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