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Technology Stocks : All About Sun Microsystems

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To: THE WATSONYOUTH who wrote (34690)	8/29/2000 3:03:31 AM
From: uu	Read Replies (2) of 64865

Dear chic and The Watsonyouth: It is always amazing how investors go all the way to the extreme to justify their short (or long) position in the stock without looking at the big picture. I have read a few of your posts on this thread regarding the so called Sun's memory problem and how you have tried so eloquently via usage of technical jargons to put a negative spin on Sun’s overall business based on this so called memory problem! Lets assume there is a huge memory problem with Sun's servers as apparently 50 customers have complained to some guy from the Gartner group. Furthermore lets assume Sun has forced other customers to sign an NDA agreement in order to hide the issue from the public. As the Watsonyouth has so eloquently expressed via his hardware knowledge and usage of fancy technical jargons, let us assume this memory problem is a big negative reflection on Sun at this time. Now let me ask you this: Does it matter, and will it have any impact what so ever on Sun's bottom line sale now or in the future? And my answer is an absolute NO! When you are the dominant player and have established the perception of being "the" server company, matters such as memory problem mentioned are like a noise made by a fly in a heavy metal concert! It does not matter! Companies do not stop buying Sun servers because of these types of problems. Sure they may complain, but in the final analysis they know it does not matter! It is sort of Microsoft having a bug in one of its application software, or Intel having a problem with Pentium III processor, etc. It does not matter! Things will be fixed and existing and potential customers are convinced (due to the perception Sun's successful marketing machine has established) that these problems are minor and will be taken care of in due time. I was recently at Exodus and I was amazed as how practically 90% of the .com companies (small and large) are all using and buying Sun servers as if the world is about to end tomorrow and the highest priority matter on the list of things to do is for them to go and buy a Sun server! So relax, and do not use technical fancy jargons (which from an investment point of view are irrelevant to Sun’s overall business) to not only confuse yourself but also others! Nothing - and I mean absolutely nothing - can stop Sun's growth in server revenue for a long long long time to come! Best Regards, Addi Jamshidi

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