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Technology Stocks : All About Sun Microsystems

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To: fuzzymath who wrote (28321)	2/27/2000 10:24:00 AM
From: Tony Viola	Read Replies (1) of 64865

Kevin, interesting post, some comments: Y2K: yes, I think there's tons of corporate money ready to be pumped into the products of the high-tech companies. For that reason, the economy should grow nicely through this year. It's 2001 that concerns me there. Why, unless you're thinking recession? To me, the big driver now is the Internet and its buildout. That should take years. I read things like only 10% of Japanese schools have Internet connections. Same or less in Europe and China. Hard to believe, especially about Japan. Having been there several times, I have seen, however, that as much as they push high tech companies and products, they don't use some of them themselves. Had a train station cashier make change for two bullet train tickets with an abacus just a few years ago. Sun and some others certainly should see a lot of growth just due to the Internet buildout. Maybe it's more evident in Silicon Valley. Another curious item: I had an interview at EMC (I know that's a favorite of many SUNW fans). There are some problems there... Not nice to throw out a cloud about a company and leave people hanging. Who doesn't have some problems? Can you elaborate? Tony

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