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

To: Jeff Sutton who wrote (36983)	10/25/2000 6:36:57 PM
From: techtonicbull	Respond to of 64865

Fear in the optical networking stocks is related sincce if there is a slowdown there. less need for servers from SUNW

To: Jeff Sutton who wrote (36983)	10/25/2000 8:01:04 PM
From: Prognosticator	Respond to of 64865

Someone still needs to explain to me how all the fear in the optical networking bubble affects SUNW though. Some people take the statement 'the network is the computer' a little too literally. SUNW drops with the market, then bounces back higher. Has done as long as I've been holding it. Unusually it didn't sell off after earnings this time, even through triple witching, and this is Halloween month. A good omen methinks. Hang in there. P.

To: Jeff Sutton who wrote (36983)	10/25/2000 8:15:09 PM
From: QwikSand	Read Replies (1) \| Respond to of 64865

Someone still needs to explain to me how all the fear in the optical networking bubble affects SUNW though. If you find someone who can do that, be sure to ask them why light acts like waves and particles at the same time. As Proggy and others have said, Sun has been more volatile than the market for at least the last five years. But hey, how 'bout that 5-year chart? --QS

To: Jeff Sutton who wrote (36983)	10/25/2000 8:20:04 PM
From: JC Jaros	Read Replies (2) \| Respond to of 64865

Well, the market could bottom (and does), and I'd still be feeling safe and cozy with SUNW. --- The optical networking thing probably doesn't mean all that much to what's on Sun's plate. The faster the bandwidth swells, the faster thin client computing (like SunRay) gets adopted. Maybe there's a sense among $ managers that the Nortel result on top of 'PC' weakness indicates a slowdown in the network buildout, but Nortel (a Wintel bedfellow) isn't much to do with SUNW. -JCJ