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

To: A.L. Reagan who wrote (38384)	11/29/2000 6:53:43 PM
From: Charles Tutt	Read Replies (1) \| Respond to of 64865

How long has it been since Sun confirmed its guidance? A week or two? The market Sun is in is different from that for consumer products. It involves products for which companies plan ahead, and those plans don't change much based on whether retail sales the day after Thanksgiving are good. Don't forget that Sun has a backlog. JMHO. Charles Tutt (TM)

To: A.L. Reagan who wrote (38384)	11/29/2000 8:14:59 PM
From: cheryl williamson	Read Replies (2) \| Respond to of 64865

Hi A.L. The trouble is that no one knows what "normal" means and "historical" numbers have little to do with the dynamism of today's markets. "Historical" p/e's from the 80's & 90's look at Sun as a vendor of workstations for the scientific/engineering market. That has little to do with the internet. All the euphoria has been dampened by party-pooper AG, but there's no reason I can think of why that shouldn't return, once interest rates come down.