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Technology Stocks : All About Sun Microsystems

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To: Andy M. who wrote (7645)2/10/1998 4:41:00 PM
From: cfimx  Read Replies (4) of 64865
 
Andy,

I never suggested that the perma bulls haven't made money. But they would have made money with Vanguard too. I am suggesting that you will find many on this thread will be bullish at $70, if it goes to $70. In fact they will never be MORE bullish. And they will be bullish at $30, if it goes to $30. And if it goes to $20, back up the truck! The point is that they are acting as if they are in love with sunw, not like OWNERS of it. That's the Apple connection. THEY never wanted to hear bad news either. They SHOT the messenger too.

The reason sunw's server business will be under pressure is because msft and intc have targeted this space in major growth initiatives. The two premier computer companies are targeting sunw. And they are making progress. Whether these people want to admit it or not, by the end of 1999, NT will be a serious threat to virtually every account sunw competes in. Look what HAS happened in workstations. Why can't that happen with servers? Why can't it?
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