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Technology Stocks : All About Sun Microsystems

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To: High-Tech East who wrote (11734)	11/17/1998 4:05:00 PM
From: Bala Vasireddi	Read Replies (1) of 64865

>>What the h___ does that mean? You don't mean that Sun's value is >>mainly determined by HP's problems, or is that exactly what you >>mean? Really, now, be serious. Sorry I wasn't clear. SUNW has been a very misunderstood company by the Analyst and Investment community. As more and more companies (that have aligned themselves with the WinTel camp) fail to deliver on their promises/hype (Merced, NT overtaking UNIX etc etc), the story that Sun has been telling (and has been trying to tell for ages) becomes more clearer. HWP not meeting expectations coupled with recent reports about Merced delays etc - contributed to the spike in SUNW price. I personally have been invested in Sun since the early 90's and plan to hold it for the forseeable future. It makes up 40% of my holdings. -Bala

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