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

To: cfimx who wrote (21309)	10/15/1999 12:40:00 AM
From: Prognosticator	Respond to of 64865

Twister. Are you coming around? It's not too late to get some of the stock you know. Or close those shorts. P.

To: cfimx who wrote (21309)	10/15/1999 12:41:00 AM
From: JC Jaros	Respond to of 64865

I think you'll get a lot of upgrades in the am. I think so too. Where are you now in the call? one of the analysts was worried about the top line stuck at 20%. That guy *always says that! <GG> -JCJ

To: cfimx who wrote (21309)	10/15/1999 12:44:00 AM
From: paul	Read Replies (1) \| Respond to of 64865

My summary of conference call Sun guiding revenues upward in Q2 (!) Backlog under control (but still about a billion dollars according to cnn) No Taiwan fallout Y2k black cloud dispersing - Sun well positioned regardless New disruptive Products, Technologies (star portal, majc, internet appliances) Major convergence of Telecom and computing - Sun well positioned thru growth of Internet and application service providers Continued strength in traditional ERP, Data Warehousing and back office systems Dominating .COM companies infrastructure Sales force execution superb (unlike HP blaming their sales force - hmmm which company would you want to work at?) In my opinion Sun should be held in the same esteem as Cisco and will go much higher - at today's market cap Sun is still valued less than EMC.