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

To: rudedog who wrote (24437)	12/9/1999 11:21:00 AM
From: JDN	Respond to of 64865

Dear Rudedog: Appreciate your frankness, even if twister and others are disappointed. (gg). I think someone should send your post to the SUNW IR. Bet Scott would appreciate it. JDN

To: rudedog who wrote (24437)	12/9/1999 12:04:00 PM
From: QwikSand	Read Replies (1) \| Respond to of 64865

Yes, I think you've succinctly articulated what many of us here have believed. I particularly liked your term "architectural dominance"...that's a great formulation that sort of sums it up. It's hard to relate prices to fundamentals these days, but, in addition to the ever-lengthening and accelerating unbroken growth record, SUNW is earning itself the mantle of perceived leadership and perceived "architectural dominance"...they're the go-to guy, the resource you call when you're responsible for an enterprise, need to know how to play in the new world, and can't afford a slip-up. Investment money is attracted to that leadership even when multiple expansion exceeds the parameters dictated by the "rules", as the tech stock market becomes more and more of a winner-take-all situation. It's still scary at this level. But it still might have not just a little, but a lot of growth potential over the next 2-3 years. Regards, --QwikSand