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

To: chic_hearne who wrote (33549)	7/14/2000 12:19:27 PM
From: JDN	Read Replies (1) \| Respond to of 64865

Dear Chic: We are delighted that you are ANXIOUSLY awaiting the announcement of the deployment of the ULTRA SPARK III from SUNW. I imagin you are presently accumulating much SUNW stock in anticipation of this upcoming exciting event. We can rejoice together upon its announcement. JDN

To: chic_hearne who wrote (33549)	7/14/2000 2:40:43 PM
From: JC Jaros	Read Replies (1) \| Respond to of 64865

Chip - Sun has demonstrated that they can take whatever IBM throws at it. --- Investors don'y look for "revenues" lil' dude, they look for earnings. Heck, look at the Compaq server revenues. The stock can't get arrested. It can't come up with "earnings". --- Assuming that Glenda the good witch were to come down and grant IBM a monster server quarter, it would take a LOT more than that to dent SUNW. You're giving IBM more weight with investors than they have. You're making IBM -v- SUNW a closer horse race than it is. --- Watching our price action leading up to earnings, I'd say that if we continue on the present course of shadowing the Nasdaq movement, we're likely to see a POP after earnings. It doesn't usually go that way. Usually theres a runup prior to and subsequent plateau. It's smelling like one of those post earnings 'pop' things. --- I think you're right though about analysts in the concall looking for UltraIII dates, although you gotta kinda figure they already pretty much have the info. -JCJ