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

To: Yaacov who wrote (37086)	10/27/2000 9:04:17 AM
From: Charles Tutt	Read Replies (1) \| Respond to of 64865

MSFT hacked: biz.yahoo.com dailynews.yahoo.com hoist by their own petard +/- Charles Tutt (TM)

To: Yaacov who wrote (37086)	10/28/2000 5:50:17 AM
From: JDN	Respond to of 64865

Dear Yaacov: IMHO there will NOT be a hard landing. In fact I really doubt there will even be a soft landing. Here is why: 1. Interest rates are GOING TO COME DOWN. I have absolutely NO DOUBT of that personally. AG has created HAVOC with the Euro with these rates (that cannot be left uncorrected). 2. Once election is over whoever the new Pres. is will start putting pressure on AG to improve the economy if its slowing, Congress will too. Means rates must come down. 3. Right now, at least at the bank I am a Director of the Prime Rate is HIGHER than long term rates. Is that ridiculous or what? But that tells me Bankers feel rates are coming down. 4. Oil prices will drop. If Gore gets elected he will threaten alternative energy sources (these are only effective in high oil price times). If Bush gets elected he will threaten to open new oil fields for exploration. OPEC will not like EITHER scenario and to protect their butts will drop the prices. So, all in all I am pretty optomistic that those of us in the market NOW that HOLD OUT will make substantial gains and I would not in the least be surprised that if in one month (december) we make as much as we made in an entire year. JDN

To: Yaacov who wrote (37086)	10/28/2000 7:35:50 PM
From: Sonki	Read Replies (1) \| Respond to of 64865

Yaacov, only stocks i trade are the ones that i dont mind getting stuck or big erning disappointments. I think sunw will run to new highs when the rally starts and I am not too occupied by trying to make $4-5 bucks and missing a HUGE rally when the market soars. If u just look out to 2-3 monnths in advance instead of 2-3 days (which i also do) there are big monies to be made. Here is a list of Milanovich stks. -sonki ================================== Steve Milunovich, Merrill Lynch (ADBE, CSCO, DST, EMC, NT, SLR, SUNW, SANM, CDN, PVTL, JDSU(sdli) LU) Steve Milunovich is the Global Technology Strategist with Merrill Lynch Some of the tech sector's valuations got a little too high, so investors shifted to old economy stocks this year, evidenced by a 4% increase in the Dow Jones Industrial Average and a decline of 6% in the NASDAQ and a 10% decline in the Merrill Lynch Technology 100 Index Communications and storage networks - in particular, optics - lead the decline. These stocks had to have their valuations cut for the rest of the tech sector to rebound Merrill's Techfolio was hurt during the week, but it still managed to outperform the Merrill Tech 100. The stocks in the Techfolio are ADBE, CSCO, DST, EMC, NT, SLR, SUNW, SANM, CDN, and PVTL The Techfolio was hit hard by weakness in NT, but Mr. Milunovich believes the stock was hurt by an emphasis on revenue instead of earnings growth by the market This stock just has to find a level, and valuation was the reason behind the sell-off. The business is extremely strong, reiterated by strong numbers from JDSU There are some parallels between today's optics space and the Internet of the last couple of years, but optics are much stronger for several reasons: The build-out in bandwidth is very real These companies have strong business models Unlike the dot-coms, most optics companies are generating positive earnings Further, many suppliers are sold-out into next year The sector must find a bottom; investors shouldn't give up just yet. Mr. Milunovich likes NT and JDSU here, but he would stay away from LU