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Technology Stocks : All About Sun Microsystems

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To: JDN who wrote (34573)	8/20/2000 8:57:48 PM
From: Steve Lee	Read Replies (2) of 64865

Fancy a bet on such a portfolio, or one such as SUNW, EMC and CSCO, against my portfolio of RMBS, SSTI & SNDK. Just in the name of fun. The point being that the companies you favour seem to be more mature, and perhaps less risky but IMO with much less growth left and with too much good news and expectations already built in. I see companies such as SUNW and CSCO and EMC ready to take a nosedive in a couple of months (actually I expect SUNW to be the strongest of those 3)

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