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

To: Tecinvestor who wrote (24701)	12/13/1999 6:59:00 PM
From: Lynn	Read Replies (3) \| Respond to of 64865

On a serious note, would anyone care to respond to this posting copied from the Gorilla Game tread? Normally, I'd just post the URL, but I'm posting the entire message as well this time: Of great interest to me (and I suspect others on this thread) is what the revised manual discusses just above the "regression towards to extremes" stuff. On p. 315, the comment is made that "HP with some decent work can be expected to get its stock price up, and Sun, despite heroic efforts, can be expected at some point to lose valuation..." Now, this was probably written around the turn of the year. Look at what's happened since then: siliconinvestor.com. It may well be true that Sun will regress toward the mean, and that HP will come out of the doldrums, but in what timeframe? Five years? In that period, whether Sun is a king or not, which would you rather hold? MGG Message 12275745 Lynn

To: Tecinvestor who wrote (24701)	12/13/1999 7:06:00 PM
From: Lynn	Read Replies (2) \| Respond to of 64865

From the CSCO thread: WESTPORT, Conn. -- Laszlo Birinyi, president of Birinyi Associates, the top-rated stock-picker on Wall Street Week With Louis Rukeyser, has recommended selling technology shares. Birinyi, who oversees $850 million at his own market-research and money management firm, said investors who are expecting a January bounce may be disappointed. Technology shares already have rallied amid optimism that computer companies will weather problems related to the Year 2000 date change. "You're seeing the Y2K rally now, not then," said Birinyi. "I'd quite frankly be a little bit of a seller of technology' going into the new year, he said. Birinyi said he's considering trimming Internet shares such as America Online, CMGI, Yahoo and eBay, as well as top performers Cisco Systems and Sun Microsystems. Birinyi said he may buy retailers such as J.C. Penney and Sears Roebuck, and add to his financial holdings, such as Chase Manhattan, J.P. Morgan, Merrill Lynch and Morgan Stanley Dean Witter. Message 12275811 Lynn