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

To: JDN who wrote (26532)	1/20/2000 5:56:00 PM
From: JB	Respond to of 64865

JDN, your recap is appreciated. Thank you, Jack

To: JDN who wrote (26532)	1/20/2000 6:07:00 PM
From: Sonki	Read Replies (2) \| Respond to of 64865

anyone who missed: 800-475-6701 reserv # 490237 VERY bullish conf call. What a company ! If I must say so every one of my tech companies turning in good #s no miss... but this one is a mircle. They even let that Painwebber guy come in !

To: JDN who wrote (26532)	1/20/2000 6:33:00 PM
From: JC Jaros	Respond to of 64865

So, all in all, I thought it was a good strong CC. My only reservation is that it would appear unreasonable to assume any growth beyond say 30%-not because the demand isnt there but because they may just not be able to handle it all. You get a sense that Sun has really been soaking up GE business efficiencies; talking about processes in a way they never have. In any case, this crew is obviously comfortable with it's future and increasingly focused. This 'service driven network' thing is the gold rush. Sun is the premier supplier of picks and shovels and focused on STAYING the premier supplier and staying true to being SUNW. This is company extremely comfortable with itself (IMO). We might extrapolate this focus on processes to end up taking the comfortable growth number from 25% to 30% before FY end. It's notable that they CAN handle the production demands. It's sales and support they need to leverage better. It's not that they *can't 'scale' to over 30%, it's just that they need to figure out how to make that happen without compromising their culture and brand (without making some faustian bargain). -JCJ