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

To: jim kelley who wrote (25822)	1/6/2000 5:07:00 AM
From: JDN	Read Replies (1) \| Respond to of 64865

Dear Jim: Did you ever stop to think WHY all these companies are trying to get further into the server market? Do you think they expend all that money, talent and time merely to compete with SUNW THE NAME in the market or do you perhaps somewhere in the far reaches of that fuzzy matter up there think MAYBE the market is a rapid growth market with opportunities for all? JDN

To: jim kelley who wrote (25822)	1/6/2000 10:26:00 PM
From: fuzzymath	Respond to of 64865

Jim, it looks like a giant herd has suddenly joined you in considering these high-techs overpriced. So, let me get this straight: you see it as a problem if a company (VA-Linux) has a valuation of $64,705,882 per employee??? What, you find it hard to believe each employee could be that productive??? I know, some very wacky things have been happening lately. Now finally the elastic band between the broad market NYSE and the NASDAQ is snapping back. I switched from FDEGX (NASDAQ clone) to FFIDX (S&P500 clone) this week. The exodus from the NASDAQ (which is as wacky as the intense buying in Nov-Dec) is sure to pile some money into the older more "boring" companies of the NYSE. SUNW has a lot of competition, surely. I still like them a lot. But I also like seeing your alternative point of view. Dell's got a genius at the helm, IBM's learning how to profit in a changed modern world, HWP is stodgy but has always made high quality equipment, and I may be the only one on this forum beside you who is greatly troubled by SUNW's attempt to make Java essentially a proprietary technology. Kevin