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

To: JDN who wrote (34543)	8/18/2000 9:52:35 AM
From: Michael F. Donadio	Read Replies (3) \| Respond to of 64865

JDN, CSCO, yes SUNW, yes I'd replace EMC with TXN if we can only choose 3. All the best, Michael

To: JDN who wrote (34543)	8/18/2000 11:42:42 AM
From: Jean M. Gauthier	Read Replies (2) \| Respond to of 64865

Hi JDN, I do not remeber where I saw it, but some important person smewhere said that while Cisco's dominance is unparalleled (with some holes in optical), that SUN was starting to exhibit "signs of dominance itself", and was becoming more than just a one-among-many hardware maker... I would love to find the article again, but it is starting to seem that while the IBM & HP offerings in the Unix world have bragging rights compared to the existing Sparc chips, that they are still sucking wind in the Unix market. Can it be possible, a UNIX "Gorilla" with a value-chain starting to happen ? Take care Jean

To: JDN who wrote (34543)	8/18/2000 2:08:01 PM
From: Mephisto	Read Replies (1) \| Respond to of 64865

Also, I expected the techs to sell-off today, because it is Friday. I had forgotten about option expirations as well. I am beginning to think SUNW is the CSCO of the internet. Not only in terms of servers, but in computers as well, unless server falls under the computer category, and maybe it does. When I saw computer I thought of workstations. NEW YORK, Aug 16 (Reuters) - Bear Stearns analyst Andrew Neff raised his outlook for earnings per share (EPS) and revenues from Sun Microsystems Inc.(NasdaqNM:SUNW - news) on Wednesday. -- maintained buy rating on the shares. -- "We are raising our FY01 (EPS) estimates from $1.30 to $1.35 and our FY02 estimates from $1.60 to $1.65 ... -- The hike reflects ``our increased revenue estimates (from $20.38 billion to $20.61 billion for FY01 and from $25.48 billion to $25.68 billion for FY02).'' -- changes based on increase in demand relative to previous expectations. -- Sun Micro executives updated outlooks on Tuesday. -- ``Sun management indicated that demand trends were ahead of its expectations.'' -- Sun Micro is the largest maker of computers that serve up Web pages.