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

To: Eric.sun who wrote (20269)	9/25/1999 8:46:00 AM
From: John Carragher	Respond to of 64865

Barron's interview one note Michelle Espelien, an analyst on the $2.5 billion Invesco Technology Fund, can't imagine what Ballmer was thinking last week when comments he made to a group of editors and reporters set off a selling barrage in the sector. "It's in question what stocks he was talking about, although he included his own," she says. Ticking off a list of the various technology sectors -- software, hardware, Internet and information technology services -- Espelien concludes, "I don't think they're grossly overvalued." She cites huge opportunities coming next year as Y2K concerns get put "in the closet" and "managements and information technology departments can focus on projects they had to delay." Most of the those projects involve developing Internet presence's in some way or another; getting "Web-enabled" is how Espelien puts it. Her favorites include Sun Microsystems, EMC and America Online. Sun and AOL will benefit from Internet proliferation and EMC will gain because of the need for storage capacity.