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Technology Stocks : All About Sun Microsystems
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To: cfimx who wrote (6947)1/16/1998 9:41:00 PM
From: Beachbumm  Read Replies (3) of 64865
 
Twister, you ask us to tell you this time is different. I most certainly agree with you that it is NOT going to be different. But "time" is the operative word. There will be a time to sell SUNW. But not when gross margins are rising. Not when MSFT is obliged to sit in court every day and get its bottom spanked (for reasons that are probably passe). Not when the "story" of SUNW, the gospel of it if you will, has yet to reach the masses. Not when Wall Street remains very fickle to the probability of continued success. This stock is still way undervalued compared to where "worship" will take it and then will be the time to sell it. Meanwhile, you admit that HWP and DEC can't execute but assure us that this will change at some magical moment. You may indeed be Cassandra but this opera is only in the first act.

Beachbumm
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