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Technology Stocks : All About Sun Microsystems
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To: Haim R. Branisteanu who wrote (40723)1/22/2001 11:04:16 AM
From: harmonaronson  Read Replies (1) of 64865
 
I bought SUNW several years ago for a very simple reason: As the number of devices connected to the internet increases, the number of servers must also increase and SUNW is the dominant supplier of internet servers. (Andy Grove once gave the ratio - I believe that it is 10:1 but I could be mistaken) By all accounts, the growth in the number of devices attached to the internet shows no signs of slowing down - new users, handheld devices, mobile phones, etc. I don't care what the analysts say concerning the short term performance of the stock. I don't care if Scott buys more stock or not. As long as the fundamentals remain the same, I am holding my shares of SUNW, which currently represents a significant part of my portfolio. Sometimes you have to look at the big picture and not get faked out by the day to day price movements.

Harmon
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