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


To: Michael F. Donadio who wrote (35899)9/29/2000 4:32:37 PM
From: High-Tech East  Respond to of 64865
 
<<when it comes to SUNW you are missing the forest for the trees. Didn't you sell all of you SUNW some time ago?>>

... in reverse order ... (1) except for some very profitable short term trading in SUNW, I sold all 7,000 plus shares in January ... (2) my comments about a serious slump and bear market have nothing to do with SUNW (except as a high P/E stock, it has more to lose than most) - SUNW continues to be one of the very best equities available (maybe the best - except everyone here knows that I think that Abiomed is the very best) ... great company ... great future ... but I will not own it NOW ... I am taking my chances timing the market, rather than watch SUNW retreat significantly while I own it ... so far (and right now), I would have been better off financially in holding it ... but I do not regret my move at all ...

As far a the "Business Week" cover story that I posted, I said at the time that I had not yet read it ... now I have.

The "Business Week" story is very weak (in my opinion). Had I read it first, I would not have posted it. It completely misses the macroeconomic picture, which I believe is the controlling scenario ...

If you are interested, please read my September 15 post ...

Message 14392883

... get used to seeing this ... lest my lawyer yell at me (again) ...

Disclaimer: The above is my personal opinion. I recommend that you do not base your investment decisions solely on any one person's views or analysis (including mine). Do your own research and take personal responsibility for your investment decisions.

Ken Wilson