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

To: Lynn who wrote (24702)	12/13/1999 7:26:00 PM
From: Tecinvestor	Read Replies (1) \| Respond to of 64865

Lynn, the poster is probably a New Yorker. Personally, I wouldn't trust him. <gg>

To: Lynn who wrote (24702)	12/14/1999 5:22:00 AM
From: JDN	Read Replies (1) \| Respond to of 64865

Dear Lynn: Statements like that are general Statistic trends and of course in General are true. ie if you flip a penny enough times it comes out head and tails pretty much equally. BUT, they do not apply IMHO to specific situations. For example, what if the head is overweighted on the coin? SUNW is riding the crest of a technology wave sweeping the WORLD. This wave may be the biggest thing since the dawn of the Industrial Revolution, certainly since the printing press. It will change how we do business, how we interact with each other, how we educate, how we handle medicine in short EVERY ASPECT of a humans life. We are IN FACT at the INFANCY stage of this wave and it will go on for a very long time. So long as SUNW executes and has the best products and reasonable prices overall they will do well. So far at least I think even the critics of SUNW must admit Scott has executed brilliantly. OK there is my sermon. JDN

To: Lynn who wrote (24702)	12/14/1999 7:31:00 AM
From: daffydog	Read Replies (1) \| Respond to of 64865

Lynn, If I may be so presumptuous as to respond to my own post: The concerns on the gorilla game thread are different from those here. I would strongly recommend The Gorilla Game by Geoff Moore (I've bought five copies for friends for holiday presents). The authors present a very interesting framework for evaluation of high tech stocks that focuses on figuring out which few companies will be "gorillas" in their particular spaces, characterized by having a proprietary open architecture with high switching costs. In the space that SUNW inhabits, there is no gorilla, but there may be what Moore terms a "royalty game" in progress. That is, one in which a "king" will be crowned who masters more than double the market share of his closest competitor. Unlike a gorilla, however, this king's power will depend upon his execution ability, which is far more fragile than the gorilla's power, which stems from the entire marketplace having a vested interest in keeping the gorilla alive. I've been long SUNW since 7/97 when it was 11. This is a great company, as all us longs know. If the standard market theory is correct, SUNW will eventually lose valuation to others in its space as everything eventually regresses toward the mean. But I still think we have several more years to go with a great advantage to SUNW. MGG