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Technology Stocks : All About Sun Microsystems

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To: Jon Khymn who wrote (36685)	10/18/2000 12:04:34 AM
From: JC Jaros	Read Replies (1) of 64865

Economy slow down is inevitable --- It doesn't work that way. SUNW isn't a cyclical stock. Sun management can (and will) paint a picture forward that doesn't much involve macro economics. Sun servers aren't automobiles. They don't represent that type of expense to Sun customers. Rather, Sun customers buy a value proposition which is directly tied to their own. This product that Sun sells is becoming an essential business tool/line item. --- If Sun were to pull up even to expectation, it would be because of backlog. The forward story involves a refreshed product line (Ultra III) and an entirely new product line (low end server appliances) as well as increasing software, service, and storage product revenue which has been a steady trend. --- Sun has a story to tell. Regardless of the numbers tomorrow, it's that story that will move the stock. (IMO) -JCJ

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