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


To: Steve Lee who wrote (33103)6/26/2000 4:14:00 PM
From: chic_hearne  Respond to of 64865
 
Re: I'll let u know when/if I short AMD. We can keep score from that point. I expect the bull to continue for a while before going short and am only holding calls right now (SUNW & RMBS).

Steve,

I'd be holding some Sun now, but I just can't justify it given AMD's current position. As I liquidate some of my July calls over the next month I might pick up some Sun as I expect they are having a blowout quarter.

The only way you'd get me to touch Rambus would be with a straddle. This thing is moving big, one way or another. I can't believe that they will get away with all this nonsense over SDRAM and DDR, but time will tell.

chic