Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Lynn who wrote (34139)	8/4/2000 8:27:47 AM
From: Smartypts	Read Replies (1) \| Respond to of 64865

Nice CNBC mention this am.

To: Lynn who wrote (34139)	8/4/2000 9:24:08 AM
From: Jean M. Gauthier	Read Replies (1) \| Respond to of 64865

Hi Lynn, My thoughts exactly... Those SUN 2003 $ 70 LEAPS are looking awfully tempting... I found this in the Dell thread, posted by a guy named TTO something.... "Brian Gilmartin, portfolio manager at Trinity Asset Management in Chicago, is using the market's current state of confusion to "reshuffle the portfolio." Translation? Selling names such as Dell (DELL:Nasdaq - news) and WorldCom (WCOM:Nasdaq - news) while adding to existing positions in Cisco (CSCO:Nasdaq - news), Applied Materials (AMAT:Nasdaq - news), EMC (EMC:NYSE - news), Sun Microsystems (SUNW:NYSE - news), and Wal-Mart (WMT:NYSE - news). Gilmartin runs about $40 million in separate accounts at Trinity, the largest of which was up 10.2% through July 31 of this year, vs. a 2.6% decline for the S&P 500. The fund manager admitted it's not an "opportune time" to sell Dell and WorldCom, but believes the other names will do better going forward on a relative basis. To wait would mean having to buy them at a higher price later on, he fears. "I've got to position things so when the next momentum market hits, I'm in the names that will do best." thestreet.com