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

To: Alok Sinha who wrote (31197)	4/21/2000 6:54:00 PM
From: Charles Tutt	Respond to of 64865

I'm with you in hoping that "The Market" distinguishes SUNW from MSFT. At some point, "The Market" is going to have to leave Microsoft behind and move on. It's a tragedy that MSFT was put in the Dow Jones Average. JMHO.

To: Alok Sinha who wrote (31197)	4/21/2000 8:19:00 PM
From: QwikSand	Read Replies (2) \| Respond to of 64865

I am going to be buying Microsoft next week as they are probably the only technology bargain out there (and I refuse to accept that Gates and Co. don't have a hidden ace up their sleeve. The refusal to come to terms with the Justice Dept followed immediately by this rev miss and lower guidance for future has a fishy air to it. Alok: Long term, I disagree that Microsoft will be a bargain on Monday. The theory that yesterday's miss was part of some grand design by Microsoft management to manipulate sentiment or get even with or frighten the DOJ or whatever, sounds even fishier to me. I'm not a lawyer. But it seems to me that if they deceptively manipulated results to further some scheme, these executives have consciously decided to pass from the domain of torts into the domain of crime. It wouldn't be the first time such a thing has happened. But if I as a Microsoft shareholder, which I am, really thought that these guys had knowingly lopped a hundred billion in valuation off the company for "my own eventual good", I would be jumping into a class action suit as fast as I could. And hoping that such a suit might uncover evidence that would send Bill & Steve to the slammer. But I strongly doubt that's the case. In other words, I think the Grand Design scheme is nonsense. I think, rather, that Microsoft's business is going down the tubes for a lot of reasons. A lot of people seem to believe the contrary. On the SI Microsoft thread the conspiracy theory is almost a given. I would also highly recommend James J. Cramer's "Why We Sold Microsoft" article on TheStreet.com, which can be freely accessed without a subscription (that article only). If you get past the treacly writing you can see that, after announcing that the MSFT con call drove him to close his long position and short MSFT in his hedge fund, Cramer too was inundated with email from people who assume the miss was deliberate. He dismisses this view out of hand. Regards, --QS

To: Alok Sinha who wrote (31197)	4/21/2000 10:21:00 PM
From: Sonki	Read Replies (1) \| Respond to of 64865

Catch a falling star not a falling knife. Everyone know there is only one * in our solaris system. The only reason i own MSFT right now is cuz i have a very low basis. I already own long term puts to protect my msft. I have no plans on taking profits on my puts. Naz will give u a chance to pickup amat, csco, nt, jdsu etc, even LU here is good if u want value. PFE/wla etc.. Why would u pick a long up hill battle? If you want msft you could wait for tax loss selling season cuz it's not going to fly any time soon.

To: Alok Sinha who wrote (31197)	4/22/2000 6:18:00 AM
From: JDN	Respond to of 64865

Dear Alok: Since SUNW is one of the VERY FEW companies totally unassociated with MSFT or any of itw products, a thinking investor would ignore MSFT problems or even feel SUNW would benefit from them. SUNW stock price may drop as SONKI says but if it does it is without merit and should be considered a buying opportunity. As to buying MSFT stock, I sure wouldnt. They are not out of the woods with the DOJ and negative things continue to hop out of the woodwork. Its risky enough to have to worry about the overall market, the economy, the companies market and the companies ability to execute without adding in extracurricular problems such as the DOJ. JDN