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Technology Stocks : All About Sun Microsystems

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To: cfimx who wrote (11467)11/25/1998 12:33:00 PM
From: Dale J.   of 64865
 
Twister,

Do you want to hear something amusing? I shorted this stock just a few days ago and it seems to be a point of confusion to many on this thread. Many seem to be perplexed that somebody could rationally take out a short position on SUNW. You apparently were the only short seller they have ever met. In fact, this thread is so bullish that they find it unfathomable that there is second SUNW short seller. So they jump to the erroneous conclusion that you and I are the same person. Many continue to believe it, in spite of the fact that I told them in plain English that I am not you. Message 6533964 It is really quite amusing.

Anyway FWIW, I read your analysis from you last post. I believe you had it right, and you had it right for the right reasons. Your decision to get out late Oct also proved to be a wise decision. I shorted this stock just recently at 68 primarily because I believe it is overbought. I am basically just playing the volatility at this point. My guess is that the real problems for SUNW will begin to manifest themselves in Q1, 1999. The early warning signs are already here, but as usual investors just ignore them.

Have a good one.

Dale
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