Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: William Flaherty who wrote (18545)	8/9/1999 7:16:00 PM
From: Lucinos	Read Replies (3) \| Respond to of 64865

A lot of people are predicting when and how the internet bubble will burst. Now, it seems to me that the bubble will be blasted by Ebay sooner or latter. Ebay dragged the internet index down through the major support level last Friday together with the helping hands of that famous job report (somehow Ebay could always crash at the critical moment to knock down the internet index at the support in the recent weeks; it did an excellent job on it). So, it goes the whole internet sector. Its ripple effect will certainly damage the future of the internet related companies. Not too long from now, all the datacom/telcom companies and the internet hardware software providers will be affected. No need to say, it comes the down falling of the data storage and PC companies, the semi companies and the semi equipment companies. Finally, the whole high tech industries will go down to the drainage together with the longest bull market in this decade. Who needs Allen to raise the interest rate this month. There will be no inflation for him to watch.... I can not think about it any more. Currently, I am too heavy in the stocks for my porfolio. Can anyone help me to tell me that I am totally wrong. Lucinos

To: William Flaherty who wrote (18545)	8/10/1999 10:29:00 AM
From: Stormweaver	Read Replies (3) \| Respond to of 64865

No matter how much you rant Willy you have to admit that Sun is in a gray area with EBAY on their service outages. Sun should have seen this as an opportunity for their Enterprise Services group to roll up their sleeves and help EBAY engineers. This could help jumpstart signficant revenue dollars for server side software engineering. Oracle and DEC used to derive over $ 1 billion /annum in consulting revenue ... nothing to sneeze at and remember that $consulting drives iron sales. Just a fumbled ball IMHO. Sun can provide this consulting or some other firm will ! James