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

To: Mephisto who wrote (18087)	7/22/1999 7:09:00 PM
From: Alok Sinha	Read Replies (1) \| Respond to of 64865

If SUN officials have learnt anythingfrom their last conf call, they will not be overly cautious. Microsft issues warnings every qtr - so it lacks credibility. Also Microsoft stock was up 10% in the three days leading to its earnings. SUN's stock is down 10% this week. If they can deliver 20% rev growth for the next few qtrs, the stock will take care of itself. Regards Alok

To: Mephisto who wrote (18087)	7/22/1999 9:41:00 PM
From: JC Jaros	Read Replies (1) \| Respond to of 64865

Dear JCJ, is this not GREAT NEWS? Great news would have been 25%+. But from what I gather, Lehman has never sounded so 'surfs up' and outside of the forward looking 'safe harbor'. Didn't MSFT warn that their revenues would not grow so fast in the future? By contrast, Sun suggests they expect to pick up momentum!!! I think MSFT always say that, but this time they may mean it. By contrast SUNW seems to *have momentum. I think we're going up from $70. -JCJ