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

To: Mephisto who wrote (29107)	3/16/2000 7:27:00 PM
From: fuzzymath	Read Replies (1) \| Respond to of 64865

SUNW, EMC, CSCO, ORCL: did you see the WSJ editorial on Tuesday entitled "Big-Cap Tech Stocks Are a Sucker Bet"? Kevin

To: Mephisto who wrote (29107)	3/17/2000 5:10:00 AM
From: JDN	Read Replies (2) \| Respond to of 64865

Dear M: I meant to say that the better NASDAQ companies: SUNW, EMC, CSCO, ORCL will do fine with their earnings. I hope that you explained to Fuzzymath that the leaders in the new Information Age or any new age for that matter always sell at a higher multiple then the rest of the companies. I read that Professors articles twice and watched his interview also. I think his comments have some merit in new unproven or ME TOO companies. But I dont think they carry much weight with the type you have indicated above. All Wheatens are very affectionate. That is one of their Characteristics. Animal Behavior Scientists say the Wheaten is the animal most attuned to the human being feelings. Paddy will steal anything attached to me and slippers are a favorite target. The other day I found him with my wristwatch. He just wants to be as close to me as possible. JDN