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Technology Stocks : All About Sun Microsystems

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To: Charles Tutt who wrote (36817)	10/18/2000 8:01:48 PM
From: High-Tech East	Read Replies (3) of 64865

Hi Charlie ... although, I am still bearish on the overall market (I still have two puts on the S&P), I am no longer negative on SUNW's valuation ... another fabulous quarter ... especially considering the high % of business done in 'euroland' (I don't care whether management will admit the euro caused problems or not), those are absolutely sensational numbers ... As former Penn State linebacker Brian Chizmar once said, "we're punching tickets and taking numbers" - and that's exactly how IBM, HWP, DELL, CPQ, INTC and MSFT must all feel right now ... Disclaimer: The above is my personal opinion. I recommend that you do not base your investment decisions solely on any one person's views or analysis (including mine). Do your own research and take personal responsibility for your investment decisions. Ken Wilson ... for the first time since last January, I am rebuilding a long-term position in SUNW ... just bought 500 s @ 113.7125

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