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Technology Stocks : All About Sun Microsystems

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To: JDN who wrote (43695)	6/7/2001 10:38:10 AM
From: Charles Tutt	Read Replies (1) of 64865

All good questions. I'm starting to leverage up again, although cautiously, with the expectation that the Fed's easing will inexorably boost the economy -- hopefully by year end. I think traffic on the Internet probably is continuing to rise, so needed capacity increases are merely being delayed to create pent-up demand. If that's the case, the longer we crawl along the bottom, the more vigorous the recovery might be -- wait long enough and at some point the flood gates will open of necessity. Possible dangers include that the rest of the world could slump or war could break out somewhere. Didn't Sun sign an alternate supplier for SPARCs some months ago? Presumably chips will begin to appear from that source eventually. I believe they said in the recent conference call that they're still having trouble getting all the chips they could sell. Despite the horrible stock performance the past 9 months, SUNW has been a pretty good performer if viewed over a longer time frame. Call me a fool, but I'm confident it will get back on track one of these days/months. All JMHO, and not investment advice. Charles Tutt (TM)

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