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

To: SKIP PAUL who wrote (18509)	8/6/1999 11:54:00 AM
From: Eric.sun	Read Replies (1) \| Respond to of 64865

Scott also promote his "have lunch or be lunch" philosophy. The success of SUN is being extremely controversial and right about the computer industry. He wants to occupy a unknown hill first before other people find the hill is the gold mine. And he is commited to SUN as far as he can see. IMHO, SUNW is poised to go much higher in next several quarters. Scott is actually a conservative man on financial front. When he said the next three quarters will be very strong on TV, you better bet the business is going to the moon. Buy on any DIP, man, we are on the ride.

To: SKIP PAUL who wrote (18509)	8/6/1999 12:22:00 PM
From: Walter in HK	Respond to of 64865

Paul, Scott also reiterated SUNW strategic philosophy in terms new to me: When there is a competitive battle, stake out a hill nobody thinks is important. However you have to be right in which hill to pick. For me, I am incapable of understanding the whole battle. I am an EE but of a vintage where the professor said "...and last year the Transistor was invented." (1st job: Radio tube production!) But I don't think anyone else comprehends the battle except a few of the CEOs, certainly not all of them. Look at the past fumblings of many Telcos. So, what impressed me, a couple of years ago, was Scott when he responded to a journalist questioning Scott's strategic thinking ability: "You just wait and see" To me this expressed confidence based on competence. So, the brief explanation today, of where he thinks SUNW is situated, makes sense. I'll buy some more soon. Walter in HK (summer in Ontario)

To: SKIP PAUL who wrote (18509)	8/6/1999 11:38:00 PM
From: Sonki	Respond to of 64865

he said we are rocking and rolling...not my words.. scott's words... SUN MICROSYSTEMS INC is focusing on improving lead time for product delivery and on recruiting top talent, the company's chief executive said. "Business is great," said Scott McNealy during a CNBC interview Friday. The main issue affecting the company is delivering products with shorter lead time, he said. McNealy plans to remedy this over the next three quarters by "ordering more parts and shipping more. We've got great demand," he said. "The Internet continues to rock and roll. Across the board we're seeing people fired up about Spark and Solaris on the server side and Java Genie on the client side." (Dow Jones)