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Technology Stocks : How high will Microsoft fly?
MSFT 460.48+0.2%11:21 AM EST
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To: Jack T. Pearson who wrote (2919)9/7/1997 3:56:00 PM
From: mxyztplk   of 74651
 
Jack,

Bill and I are in basic agreement as to Sun's strategic position/misposition. So please regard these comments as additive to what has already been posted by both of us.

Sun's position is one of a mid-tier company whose basic business is under severe attack, by Wintel among others. As a consequence, I recommend long-term investors avoid it like the plague. Whether they might succeed in holding on to their current niche or find a new one is not the issue - it is the substantial likelihood that they won't and/or a drawn-out/troubled transition which should warn off long-term investors.

Short-term and intermediate-term traders will certainly find sufficient volatility in Sun to keep their interest. As always, they will need to be nimble and/or hedged to avoid going long when the company is benefitting more from its past than from its future, and the market suddenly recognizes that. Some on this thread are benefitting from Sun's current strong revenues from higher end Unix-based servers, and may (or may not) continue to do so for some time.

I don't sell Sun [or Scott] short - I just don't buy or hold it. Those who do should be aware of its major basic strategic problems.

IMHO

Best regards,
Arno
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