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Technology Stocks : All About Sun Microsystems

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To: fuzzymath who wrote (24860)	12/15/1999 10:03:00 PM
From: jim kelley	Read Replies (2) of 64865

Puts are better than shorts in liquid stocks. SUNW is not really unique. It is simply a maker of proprietary hardware and software. IBM has released a new R6000 server which is much faster and cheaper than the Starfire. JAVA is good PR but does not make money. Now the industry is looking to standardize JAVA without SUNW. The JAVA PR edge is going away. JAVA drags workstation sales but SUNW's workstation sales are flat to down anyway. They are losing the market to DELL. The MSFT release of W2K today does not help SUNW's case. When the Itanium products hit the market there will be enormous pressure on SUNW's stock price. :)

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