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

To: Charles Tutt who wrote (17856)	7/14/1999 8:02:00 AM
From: John Carragher	Read Replies (1) \| Respond to of 64865

A piece taken from today's write up on Mot.ref sunw in Smart Money. With more fanfare, Motorola has hooked up with networking leader Cisco Systems (CSCO) and programming powerhouse Sun Microsystems (SUNW) in the past year. The Cisco alliance covers a jointly owned company, purchased in June, which the two firms will use to build wireless Internet systems. The Sun alliance salts away $1 billion over 10 years to fund engineering designed to make wireless Internet connections as reliable as ordinary phone calls. Last week, Motorola reversed months of layoff announcements to issue word that it will hire 1,400 engineers to work on these and other systems.

To: Charles Tutt who wrote (17856)	7/14/1999 11:34:00 AM
From: Stormweaver	Respond to of 64865

Even though as a I can see issues with SUNW moving forward, as an investor I can't ignore that this stock has performed exceptionally well and appears to be continuing. To short this stock we would need to see that SUNW's immediate competitors are starting to get the same "internet iron" branding (IBM, HWP CPQ) and see 2-8way x86 iron running MSFT/Linux establishing it's workstation/server market presence. Outside of the tech indicators inflationary pressures may make an impact on high PE stocks giving an opportunity to short ; PPI and CPI this week better look good.