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Technology Stocks : All About Sun Microsystems

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To: Steve Lee who wrote (27499)	2/9/2000 4:47:00 PM
From: Alok Sinha	Read Replies (1) of 64865

Steve , I thought yesterday you were considering shorting SUNW at 85 or so and buying Intel. Hope you did not execute that strategy. Your veiws with respect to SUN's prospects have been out there for a long time. With the evolution of the Net there are fewer and fewer takers of that view. McNealy stuck his head out at a time when the Wintel duopoly was far more dominant than it is today, and SUN is reaping the benefits of his vision. The PC businesses of IBM Dell CPQ and HWP along with numerous other discount sellers of PCs have been screwed from both sides (MSFT/INTC on one hand) and price conscious customers on the other. I don't make intend to make a believer out of you (or anyone) - nor I am justifying the lofty price of SUN's stock. I just hope people would stop harping on how the Intel Microsoft will "ultimately" cause SUN's downfall. McNealy, Zander and Co are quite familiar with the threat and IMO have managed it quite well. When you say SUN will eventually go the way HWP Dell CPQ, I was wondering if your crystal wall gave you a time table. A few years ago I had Twister predict to me that SUN was going the SGI way in 2-3 years. Regards Alok

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