| SUNW - last of the giants to fall. WE have seen MSFT, CSCO, INTC, WCOM, ORCl, all fall significantly. only SUNW held up, till the past few weeks. SUNW may stabilize in the low 30s or spin down further. it is a much owned, which can quickly become over-owned, tech, and the first rumors of slowing of growth will devastate it as the other giants have been decimated. great company, not a time to own it, IMO, unless have a long term perspective. disclaimer, no current position in SUNW, sold yesterday at 33. larry |
