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To: Tony Viola who wrote (95372)1/7/2000 2:53:00 PM
From: JDN  Read Replies (1) | Respond to of 186894
 
Dear Tony: I saw that speaker. He was a value stock investor as I recall. No one would presently accuse SUNW of being a value stock at current multiples. But George Gilder sees SUNW as one of the leaders in the industry and I agree with George. You can find anyone to say anything. I didnt like any of his selections, Jeez some shitty little bank or something?? JDN



To: Tony Viola who wrote (95372)1/7/2000 4:51:00 PM
From: VFD  Respond to of 186894
 
***OT***

Tony,
<<I don't believe it, someone actually went public with what I've been saying for quite a while. Again, I don't mean to send this at you, JDN, but this fund guy's opinion about Sun has to start proliferating, IMO, and I think it will put a damper on Sun stock. Disclaimer: big BWDIK.>>

I have been thinking about putting quite a bit of money into SUNW. From the above quote I take it you do not think that would be a good idea.
I have a lot of respect for your technical knowledge and would appreciate your comments.
I may add to my INTC position instead.