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Technology Stocks : All About Sun Microsystems

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To: JC Jaros who wrote (36224)	10/6/2000 9:10:31 PM
From: Michael F. Donadio	Read Replies (3) of 64865

Scott talks it up at the Oracle meeting. It was great to listen to. You can listen at: biz.yahoo.com One thing is crystal clear, and he repeats himself several times, he wants everyone to watch SUNW's earning announcement because it will PROVE HIS POINT that we are in a computing paradigm shift. He mimics a suvivor contest modeled after the show and has the flame put out on the likes of MSFT, IBM, HP etc. Only SUNW and ORCL survive because the computing paradigm has changed to the network and that is where SUNW and ORCL are. Their backlog is growing by leaps and bounds. Also listened to Wall Street Week. Even the bears are calling the technology downturn over, and overdone (sorry Ken) and Michael Holland said that between now and the end of the year there will be some serious fortunes to be made in technology. I'm putting the two together and wouldn't be surprised to see SUNW at $200 by Christmas. I believe Scott is telling us that their earning will blow you away and you ain't seen nothing yet. Michael

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