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Technology Stocks : All About Sun Microsystems

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To: Charles Tutt who wrote (45354)	9/18/2001 5:50:29 PM
From: Charles Tutt	Read Replies (3) of 64865

Yahoo! is showing the low today as $9.09. On Aug. 2 it hit $18.24 intraday. So it's down about 50% in the past 1 1/2 months +/-. Yet I suspect when they announce results about a month from now, revenues will meet or nearly meet expectations and they'll be near break even on a GAAP basis (and cash flow positive). I believe book value is over $3/sh and they have significant cash. I'm amazed, as you can tell. I thought $9.31 yesterday was a pretty good price. All JMHO. Charles Tutt (TM)

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