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Technology Stocks : All About Sun Microsystems

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To: cfimx who wrote (51480)9/12/2002 9:13:18 PM
From: Lizzie Tudor  Read Replies (1) of 64865
 
earth to lizzie. you're stock is trading at a little above the cash on the books and you don't think there is any competition?

Lizzie here! wow nine responses, and not one from Cheryl Williamson (my favorite cheerleader on this thread)- LOL

Anyway room, suffice it to say I'm not exactly a sun BULL, you know? But the latest dataquest numbers had them gaining share in high end servers and I think thats about right... some IT people here might be a better barometer but my sense is, Sun is the brand name in high end servers and its the others like HWQ which are going to get taken out and shot in the server area (HWQ is in particularly bad shape since the cash cow printers are toast too).

The problem is, holding sunw here is kindof like holding jdsu. Sure a leader, but in what kind of mkt? There are other players in declining mkts who are gaining share and fairing better... cisco and oracle, for two. But anyway servers have their place and sunw is just so unloved at this point I think it might overshoot the mark to the downside and I will buy.
L
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