SUN microsystems: 7/18/96 quarterly report - BIG! Message Board

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Technology Stocks : SUN microsystems: 7/18/96 quarterly report - BIG!

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To: Jeng Chiu who wrote (121)	7/19/1996 9:54:00 AM
From: Larry Williams	of 386

Jeng, Peter has brought up the classic Wintel vs. the world dogma - where Wintel always wins - to justify a prediction that Sun drops. Say that Sun drops. Should the conclusion be that Wintel is superior product and Peter is a superior analyst? No, there are a lot of people making markets. The long term investors are investing on fundamentals, and the traders are taking advantage of goofy interpretations of events that cause short term fluctuations. The wonderful thing about all of this is that you can make money by being a trader or an investor with Sun as a result of the dynamics. Larry

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