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Technology Stocks : All About Sun Microsystems

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To: Thomas Haegin who wrote (6592)	1/9/1998 11:23:00 AM
From: Beachbumm	Read Replies (2) of 64865

Hi Thomas! I'm neutral on HWP as an investment, but not neutral on it, I guess, as a worthy competitor to SUNW. Just my bias. I suppose that conglomerates are a mixed bag. GE is a great company but almost 50% of its profits are from GE Capital. So is it a manufacturing company or a financial services one? That's what I don't like about conglomerates -- they end up being schizoid. I wonder if shareholders would be better off if GE started spinning off divisions like GM is doing. Berkshire/Hathaway is a pretty successful conglomerate; Hanson isn't. Westinghouse wasn't. Pretty ugly week here. I'm hoping that as earnings come out from the top guns the mood will improve. Beachbumm

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