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Technology Stocks : All About Sun Microsystems

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To: Charles Tutt who wrote (26539)	1/20/2000 6:52:00 PM
From: QwikSand	Read Replies (1) of 64865

My humble opinion: I think they played it perfectly, predictably, just the way the pro's want to see it. The local turbulence, the after-hours selloff, the options expiration, the Cramer columns, the CNBC squawking, is all nothing. The main messages were loud and clear. Growth is high and accelerating in a controlled way (bye 25%, hello 30%). Progress against competition is continuing. HP and IBM look more and more like dervishes spinning themselves into their separate holes. New products coming. We dip tomorrow? So what, let the traders do their St. Vitas' dance. The trend is still up. I'd like to see the bond go up a little is all. Also, I'm starting to think more and more that half of my current position in M$FT would be plenty. --QS

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