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

To: Haim R. Branisteanu who wrote (36800)	10/18/2000 5:51:57 PM
From: X Y Zebra	Read Replies (1) \| Respond to of 64865

Ken, you offended me Oh PLEEEEEEEEEAAAAAAAAASSSSSSSSSSSSSEEEEEEEEEEEEEE Go cry somewhere else... Perhaps you are harvesting what you seed. And I am not talking about your T/A abilities, nor accuracy, I do my own and don't advertise them so that is not at issue... [all I need is look at my broker's statement. They are fine, thank you very much]. I do not mind reading you since you are ... well, yet another SI fellow lunatic, therefore entertainment value is what I am after... But please, please, please... don't be offended you sound like a depressed soap opera star. I can't stand soap operas !!!!!!!!!

To: Haim R. Branisteanu who wrote (36800)	10/18/2000 6:39:32 PM
From: rudedog	Read Replies (2) \| Respond to of 64865

Hiam - I think the sequential comparisons are the fly in the ointment. Intel showed 5% sequential revenue gains, and now that's the bar that CPQ and DELL have to jump over... the question might be how does SUNW continue to grow long term if they are not growing short term? Your other sequential numbers are interesting. While I don't think that the stock is in any trouble yet, it is surely at a high valuation that does not permit any mis-steps. I have been gradually reducing my LEAP position over the last two months, as it seems SUNW has been bumping its head on a glass ceiling and I was sitting around watching the time value slowly decay. That may prove to have been less than the best decision, but I have better than 250% gain on those positions and I want to move the money into option positions that look good going forward. SUNW is hardly a beaten-down stock at this point, while DELL, CPQ, MSFT, INTC and some others are, so that's where I have been shifting my money. Good luck and I for one welcome your comments, whether or not I agree with them...