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Technology Stocks : All About Sun Microsystems

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To: Tweaker who wrote (9439)	5/1/1998 11:49:00 PM
From: Eugene Goodman	Read Replies (2) of 64865

I feel that market timing is a long term loosing strategy. I like to buy a well managed company, with smart people in an industry with good fundamentals and forget it. For example I sat in Union OIl and Livingston Oil from 1972 to 1985 with a gain on both of 20X. I lost on some other stocks but these two made up for the losses and a bit more. I have no doubt that if sunw earnings go up 18 % per year the stock will go up. But I have waited over 2 years and sunw has gone up from an average of 29 to 41- 41 %. This is very good when viewed in isolation. But maybe I should compared it with the other stocks in this sector: IBM, CPQ, DEll [ which I do not own ], csco, emc. How about their strategy. Screw MSFT, then what. Make money on Java? Intel's strategy is to eat away at their low end, decreasing sunw's market share. Can intc do this? I think so. Gene

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