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Technology Stocks : All About Sun Microsystems
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To: Dale J. who wrote (11827)11/19/1998 5:09:00 PM
From: treetopflier  Read Replies (3) of 64865
 
<If you really had confidence in SUNW you wouldn't be annoyed at my opinion that it is overbought.>

Hmmm, let's see. 500+ Starfires sold to date at an average selling price of >$5M... And it is at the very early edge of the adoption curve. I don't know of ANY Sun shops on the planet that wouldn't LOVE to get one of these boxes in their shop to consolidate some of their servers.

64 bit competition disappearing.

Huge DASD sales as companies continue to gobble up storage.

Services revenue at all time highs.

Great low end offerings.

Java helping Sun gain mindshare everywhere.

An operating system that runs on everything but Waring blenders and you wonder why we are annoyed with you???

An AMAT short I can understand, as well as CPQ while they figure out their channel strategy and how to integrate their acquisitions, but SUNW (and ORCL for that matter) may be timed poorly.

Greenspan has one more rate cut in him yet this year and it will be timed to get us off and running into the Q1 boom. I expect him to continue to cut rates all of next year as well. Up until 45 days ago I'd have been shorting these with you. With the Fed playing the market and demonstrating they'll do so through the millennium you are at risk with key players like SUNW.

Lots of HW/SW still to be sold and installed for Y2K as well.

Best of luck Dale.

ttf
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