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

To: Alok Sinha who wrote (19815)	9/17/1999 7:57:00 PM
From: Eric.sun	Read Replies (1) \| Respond to of 64865

Alok, I have sold Oct 90 calls as well today. It is really amazing to see SUNW go up like this. I always believe SUN can go to 200 and 300 in the future. But the rise this quick is still beyond my imagination. I have over 90 percent portfolio in SUNW and by no means I am very happy with it. It seems to me it might go up more since the 2 for 1 split. I wish I didn't turn conservative today to write covered call. Scott is a very conservative guy in financial term, two splits in one year means he is very very confident this time. And the IBM and HP news really confirms SUN is gaining more marketshare from these two main competitors. The wintel machines are still in their infancy and may never be a serious competitor to SUN at all. According to Intel CEO, the server market will be $80 billion business in two years. If our rising SUN is the default server company in the world, what marketcap would be justified? $500 billion? Man, I will buy back my covered call as soon as I have the chance!

To: Alok Sinha who wrote (19815)	9/19/1999 1:07:00 PM
From: Sonki	Read Replies (2) \| Respond to of 64865

alok, cograts ! 50% of ur portfolio has gone up 300%, do u ever think to diversify? or do u just keep buying puts to relaaax. I know you are not used to seeing our "value" stock sunw to be a momentum stock. but when you compare pe of other stocks like dell, emc etc... and look at PS value of emc, msft csco.. 80% of internet server market is owned by sunw. this is what makes this brick company a solid company. it's not a fly by nite virtual company that will disappear in the virtual space. u see how how all those internet stocks have come down and sunw continue to make progess. rate hike people are already expecting 3rd hike. it will not rattle the market. people see that as taking bak three cuts we got last year. what bothers me is that damn cnbc will start talking about 4th hike then people can continue to talk about 5th etc.. and any little thing can rattle the martke even if the 4th hike never happens. please continue to post at least once a week. later...