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

To: johnd who wrote (27486)	2/9/2000 2:49:00 PM
From: Sonki	Respond to of 64865

orcl looks like a better short... if u want to short a msft hater stock. ========= while it makes sense that wintel is a value play..I just dont bother to figure it out. I m well diversified. I also hold puts in my long term positions if they get out of balance. Money Flow Net Chg. % Symbol Last Price -78483955 -2.87 DELL 36 -50116698 +1.78 ORCL 60 5/8 -29874263 -4.73 CPQ 26 7/16 -11925224 -3.35 MSFT 106 1/4 -5763136 -.11 IBM 118 11/16 -1150962 -2.70 INTC 105 7/8 13430009 -3.93 WCOM 48 15/16 14768222 +1.51 HWP 126 1/16 15147888 -5.10 GTW 56 15/16 32047461 +.21 EMC 118 46881295 +.30 TYC 41 3/8 52506610 -1.27 AOL 58 5/16 80112725 +2.61 TXN 142 1/2 84288637 +5.53 SUNW 91 13/16 108897149 +1.39 Q 45 5/8 124872163 +3.13 CSCO 129 3/4

To: johnd who wrote (27486)	2/9/2000 2:57:00 PM
From: johnd	Read Replies (4) \| Respond to of 64865

Sonki, SUNW is a hyper pump (marketing) stock by management. Read between lines what they said: * They will incur more marketing expense as they go forward in storage business. * US3 is probably delayed and thus launch target is delayed to Aug / September. Are these good news or bad. Next week Compaq, HP, Dell, IBM, Unisys, EMC/DG, and everyone you can think off will announce tons of windows 2000 server products and people tell me SUNW deserves 120 PE on 25% growth in rev. We will see. Analysts will recommend and then will change in a flip of a second. It goes both ways. ANyone remember Iomega? Micron?