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

To: Eric.sun who wrote (17718)	7/9/1999 11:39:00 PM
From: Marvin Mansky	Read Replies (1) \| Respond to of 64865

Look for another split in SUNW stock after it hits $100 per share. Sun doesn't like to trade in three digits (like many of the other techs)

To: Eric.sun who wrote (17718)	7/10/1999 1:43:00 AM
From: JC Jaros	Respond to of 64865

about Intel earnings. Wintel is losing momentum and it might begin in this quarter. If that happens it will drag down the whole tech sector for a while until people realize the new center of universe is our SUNW. Time will reward us long term. I am of the opinion that there is a slow but fundamental shift of investment capital 'mindshare' into the SUNW story. I think our 'traditional' PE range has moved to a better neighborhood, and that we're fairly valued with a year over growth rate of 20-25% for the reporting quarter. I think we can safely assume that Sun management has again accurately managed the expectations of institutional shareholders. It sure feels like this stock just doesn't want to go below $70. The question would seem to be, do they announce a split in July or October? If they announce a split in two weeks, I'd think that portends great momentum though the summer and the rest of the year; certainly a sustainable earnings growth rate to their thinking. -JCJ