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Technology Stocks : All About Sun Microsystems

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To: cfimx who wrote (7641)	2/10/1998 3:18:00 PM
From: Andy M.	Read Replies (2) of 64865

Twister, Fair enough, but even saying that Sun has been a market performer for the past sixteen months (and a significant outperformer from several intermediate moments when you've been predicting further declines) in an extremely bullish market is a far cry from suggesting as you did in your original post that the perma-bulls were not making any dough. In any case, sixteen months into your eighteen month bear scenario, with the stock up 50%, well, where's your evidence that this bearish scenario is playing itself out? What about Sun's shift to high-end servers and storage, for instance? How will NT, or anything else, affect Sun's ability to grow business in these high-margin areas? I asked you about this in a post many months ago and you never responded. I'm still waiting for a thorough comparison with Apple, though I sense that for many on the thread this does not rank as a credible issue. Anyway, we'll see what happens. Keep your posts coming. Andy

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