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Technology Stocks : All About Sun Microsystems

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To: cfimx who wrote (6926)1/16/1998 12:11:00 PM
From: Alok Sinha  Read Replies (1) of 64865
 
I had been meaning to ask you this for a while. I hope you don't consider the timing as an attempt to discredit your forecasts.

Sometime back you had responded to my question about the most pessimistic scenario for SUNW to be the same as SGI; given the developments since then, do you maintain that viewpoint and have a time frame in mind, or given SUNW substantially more diversified technology position you think the downside is not as severe.

Although I remain a diehard SUNW bull, I don't mind your presence on this thread as once in a while you do rationalize your negative outloook for SUN. Also there is a well established negative correlation between excessive bullishness from retail investors and stock performance. So the existence of skeptics is necessary for SUNW to perform well.

The day to bail out of SUNW would be when you turn bullish.

Regards

Alok
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