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Technology Stocks : All About Sun Microsystems

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To: JDN who wrote (32396)	5/28/2000 1:04:00 PM
From: QwikSand	Read Replies (1) of 64865

BARRONS is starting to PISS ME OFF. JDN: I mentioned the lead Barrons' column NOT because I think it actually predicts any problems for Sun. I specifically believe it does NOT predict any problems for Sun, given their backlog situation for the next several quarters. We all know that Sun's big issue now is to execute on new products and increase capacity to meet demand; to stair-step up to the next level in company size. These are real problems, but they're the kind of problems you want to have, and not much related to currencies. But Barron's tries to stir things up. They make mountains out of molehills to sell papers. And they have one advantage: Sun only gets to state the truth once a quarter, but Barron's gets to state innuendo and bullsh*t every week and for better or worse their BS sometimes stirs things up. I hope I'm wrong, but the only reason I mentioned that Barron's article is because it could mean some more volatility caused by momentum traders on Tuesday. If all these folks who have called the Nasdaq bottom are right (which, by the way, I believe they are not), then it won't matter. --QS

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