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Technology Stocks : EMC How high can it go? -- Ignore unavailable to you. Want to Upgrade?

To: Robert C. Barry who wrote (10049)	4/27/2000 6:32:00 PM
From: John Carragher	Read Replies (1) \| Respond to of 17183

emc is my largest holding but sunw runs a third. I don't see Scott standing still and being run out of town. He is on the board of GE and didn't get there by not being a leader. I find it difficult to believe Scott doesn't have some direction for sunw for the next several years. Perhaps it may be a different company by 2010 but very successful. imo.

To: Robert C. Barry who wrote (10049)	4/27/2000 7:38:00 PM
From: techtonicbull	Respond to of 17183

SUNW is my largest position with EMC and CSCO second and third. I have seen analyst leave out SUNW frequently, however, if you look at the numbers, SUNW has been one of the most steadily growing technology firms over the last ten years. I think that it works well for SUNW not to be touted on CNBC TV as much (even though he is on the GE board)because they grow based on their merits not on touts. I read an interesting point about SUNW today. They only book sales when they get full cash payment from their dot.com clients, rather than book A/R's as sales. A real honest company.