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

To: Tecinvestor who wrote (30316)	4/8/2000 8:07:00 AM
From: JDN	Read Replies (2) \| Respond to of 64865

Dear TecI: Yes, I was a little disappointed that in its CEO seriers CNBC has not mentioned Scott. In my book at least, he ranks up there in the top 5. Whether he invented it or not, the fact remains it was HE and NO ONE ELSE who got the .com moving. JDN

To: Tecinvestor who wrote (30316)	4/8/2000 8:09:00 AM
From: techtonicbull	Read Replies (3) \| Respond to of 64865

I agree with you that the inverse relationship between SUNW and MSFT exists predominately through stock ownership swaps. Fund managers who love MSFT, as they have made it their top pick in mutuals and large cap growth management companies, will consider swapping the two. Also, individuals who follow technology and want a fast growing large cap tech stock will swap MSFT for SUNW to a great extent because they are so similar in performance (or in the past they were before the judgement). I look at Thursday's earning surprise to the upside to re-awaken this swap idea.