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

To: JC Jaros who wrote (26698)	1/23/2000 10:49:00 PM
From: Original Mad Dog	Respond to of 64865

I actually don't disagree with much of what you say. I spent most of 1999 SUNW concentrated (as much as 55 percent at one point). And I slept just fine. (Would have slept better with a lot of CSCO too, but they are both great companies). Probably the only point of disagreement is whether SUNW is really as essential to the Internet as CSCO. But no point in beating it to death, they are both great companies, and the only limit to their upside is that the market largely has already figured that out. Slight missteps from here on out (which I don't expect from either company anytime soon, but it is the nature of missteps that they are unexpected) will cause severe punishment. As it did with LU. Case closed. :) MAD DOG