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Technology Stocks : All About Sun Microsystems

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To: techtonicbull who wrote (40118)1/5/2001 2:56:30 PM
From: Charles Tutt  Read Replies (1) of 64865
 
One can not rule out that possibility. One can also not rule out the possibility of a great year. Or both rolled into one.

One big difference between last year and this is that last year we longs had the Fed working diligently against us. This year (at least so far) they seem to be on our side.

Another big difference, which might account for some of what we're seeing, is Reg FD. In the past, if an analyst or big institutional investor got nervous, (s)he could pick up the phone and get some reassurance from the folks at investor relations; now they probably have to deal with the uncertainty, and we know they hate uncertainty most of all.

JMHO.

Charles Tutt (TM)
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