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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: ild who wrote (95136)4/17/2001 11:21:27 AM
From: patron_anejo_por_favor  Read Replies (1) of 436258
 
I don't like SUNW (Sun Microsystems), I think they'll be caught in the downward spiral of inventory excess/decreased demand that's plagued Sicko (and IBM as well, though they glossed over it pretty well last quarter).

I DO like Sunoco refining (ticker symbol: SUN). I think refining margins are exploding, even with plentiful crude inventories due to lack of refining capacity on the US mainland. Sunoco, Valero energy and Ashland Oil should be the three biggest beneficiaries of this, IMO.
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