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Technology Stocks : All About Sun Microsystems
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To: cfimx who wrote (6574)1/8/1998 11:48:00 PM
From: Beachbumm  Read Replies (1) of 64865
 
<<You laugh at DEC but that is a mistake.>>

So now it is to be DEC and HWP that will prove SUNW's undoing. I agree with you about one thing -- DEC is no laughing matter. I just refreshed my memory with a five-year chart and noted that today you can buy a share of DEC for almost exactly what it fetched in January of '93 -- about 38 bucks. No wonder the bond market is doing so well. There is definitely no inflation as measured by DEC share price. But in 1998 the incredible managers of this company will awaken and find out that there is something else they can do besides collecting money market interest on a legacy of cash. How exciting.

As for HWP, well, at least they seem to be doing a few things over there. I don't particularly care for sixties-style conglomerates, which HWP reminds me of. There are a few too many legs on this octopus which mean endless possibilities of diversion and straying from focus. They should probably just throw in the towel on PCs. And I suspect that shiploads of cheaper Asian products could prove annoying to some divisions. But I will, at your behest, keep my eyes peeled on HWP.

Nevertheless, I do believe, now that the honeymoon is over, that we will, as investors, enjoy a more fulfilling conjugal relationship with SUNW than we could attain with either DEC or HWP.

Beachbumm
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