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Technology Stocks : All About Sun Microsystems

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To: Haim R. Branisteanu who wrote (36800)	10/18/2000 6:39:32 PM
From: rudedog	Read Replies (2) of 64865

Hiam - I think the sequential comparisons are the fly in the ointment. Intel showed 5% sequential revenue gains, and now that's the bar that CPQ and DELL have to jump over... the question might be how does SUNW continue to grow long term if they are not growing short term? Your other sequential numbers are interesting. While I don't think that the stock is in any trouble yet, it is surely at a high valuation that does not permit any mis-steps. I have been gradually reducing my LEAP position over the last two months, as it seems SUNW has been bumping its head on a glass ceiling and I was sitting around watching the time value slowly decay. That may prove to have been less than the best decision, but I have better than 250% gain on those positions and I want to move the money into option positions that look good going forward. SUNW is hardly a beaten-down stock at this point, while DELL, CPQ, MSFT, INTC and some others are, so that's where I have been shifting my money. Good luck and I for one welcome your comments, whether or not I agree with them...

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