Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: cfimx who wrote (26770)	1/25/2000 5:43:00 PM
From: tiquer	Read Replies (1) \| Respond to of 64865

Here is another nugget or two TWIT... The two most beat-up telco equipment providers, Tellabs (TLAB:Nasdaq - news) and Lucent (LU:NYSE - news), share a similar set of clients, the regional Bell operating companies. Of course, everybody has dealings with these companies, but Tellabs and Lucent are more leveraged to these companies than just about anybody. And these companies aren't doing that well, to say the least. When you are leveraged to weak clients, you are in a dangerous space, where you can let Wall Street down. The RBOCs were steady customers of old-fashioned equipment for years, but as providers of sophisticated "last mile" services, they are not dependable customers. And they are creating havoc among the suppliers who give them products. thestreet.com The company also issued a warning for its first quarter, saying it won't meet analysts' current forecasts. upside.com Cheers, Roger

To: cfimx who wrote (26770)	1/25/2000 5:47:00 PM
From: Haim R. Branisteanu	Read Replies (2) \| Respond to of 64865

twister it is about time to know that a stock today does not move based on fundamentals but on speculation only. If a stock is in play it runs regardless of fundamentals. Therefore all the writings on this tread about how great this company is or how overvalued the stock is are irrelevant to stock price movements. SUNW is a momentum stock period until it will stop. Until then try to play the moves in hope you are on the right side. Company Products, Sollaris 8, Java and Hogwash are about equally as important to the stock price move. Wen and if the speculators will abandon SUNW as a stock the price will fall to below 20 P/E - so you do the math. In the mean time just play the stock like you play chips in a casino. It works for me. For toaday bought at 78 5/8, 78 and sold at 82 1/2 SUNW now bid 81 7/8 on instinet. I also placed an order to sell 100 shares on Instinet at 84 as a crap shoot so those evenagelist about SUNW please bite 100 share for $84 a bargain today. BWDIK Haim