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To: briank who wrote (2270)2/4/2000 12:31:00 PM
From: Normandi  Respond to of 10934
 
briank.

Good for you briank, Re: SUNW..you have enjoyed some great appreciation and shall do the same in the future.

My thoughts regarding my slight change in direction.

1) Release of w2k
2) Possible settlement of DOJ
3) Stock has been held down for over a year
4) MSFT investments in other avenues of revenue

Finaly, I have been rewarded many times when buying while good companies are under stressful conditions. As long as the fundamentals of the company still exhibit above average margins with demand for their products.

I feel MSFT fits the above. And has the opportunity to achieve higher gains this year...

PS. Have owned both companies early in the 90's.

Briank, hope this note helps answer your question.

Good Luck.

Cheers
Norm