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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: Haim R. Branisteanu who wrote (17586)	7/3/1999 2:24:00 PM
From: Jacob S. Rosenberg	Read Replies (2) \| Respond to of 64865

SUNW is about to exceed its old high! Yet, for some reason, nobody is mentioning this. I think that given the nice base the stock has built, $80 per share is not out of line. I'd like to hear contrary opinions and Haim is guaranteed to provide them. Regards, Jack

To: Haim R. Branisteanu who wrote (17586)	7/4/1999 1:57:00 PM
From: Stormweaver	Respond to of 64865

Haim your June 20 comments aren't all on the "money". 1. Alpha ! Not Alfa as in Alfalfa. If CPQ doesn't pull their thumbs out of their a** soon though they'd be better of with Alfalfa crops. 2. PC ~ Cellphones This is a new market segment that will eventually drive people buying more expensive boxes. It's a misconception to think these will become like cellphones ... cellphones don't increase in functionality/performance in the same ratio. % increase in functionality/performance is what drives people to new more expensive tech. 3. Network PC & set-top Network PC and set-top will be MSFT based unless distributors want to invest millions in providing hotline support to non-techies trying to wrestle with Linux desktop or bugged version of a Java desktop. Other net appliances are just vapourware right now. 4. NT/2000 sales up not down. These will be up as we see better n-way (up to 8) configs from INTC which will drive MSFT/INTC into the former UNIX workstation market and low-mid end server market. Also 2000 will be bundled as per my #3 comment. Net result is that MSFT is positioned to do well.