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

To: Charles Tutt who wrote (39149)	12/13/2000 3:26:22 PM
From: alydar	Read Replies (2) \| Respond to of 64865

Charles, its not a game unless you can buy 1,000 shares at a clip, no? Either you believe or you don't. Good luck. I'm sticking with my 6,000+ share holding through this mess. I think IBM and HWP are issuing PR due to pressure from large investors. I expect 50-60 percent revenue growth this quarter with slightly slower growth in subsequent quarter. If over the next few years SUNW can stabalize at 25% revenue growth (i.e., like GE did over the past 20 years) that would suit me fine. I really think they can do it. There are so many reasons for a 3% price discount that it makes my mind spin. Examples are, blowing out Ultra Sparc II, mfg. is kicking ass and they are just pumping this stuff out, direct sales model is doing well and they incentives to VAR channel and many more. I purchased 10 2003 LEAPS today by selling SUNW stock. I'm taking on more risk. Good luck, Bob.

To: Charles Tutt who wrote (39149)	12/13/2000 4:46:49 PM
From: High-Tech East	Read Replies (4) \| Respond to of 64865

Hi Charlie ... is it not amazing the large number of new posters on this thread that many of us thought was our own for the last three and one-half years ... I suspect many are 'short term bears' while others are new SUNW shareholders who have been on the outside looking in - while others are thinking about buying SUNW for the first time ... You know I sold my entire position of about 7,360 shares (pre the most recent split) between October, 1999 and January, 2000 and have stayed away from SUNW, except for the small position I purchased in September at post-split 56 15/16 - and I am well under water on that. Starting somewhere in early summer, I started getting bearish on the U.S. economy - which led me to the three S&P 500 'puts' (for March, 2001) that I own. At this point, I am more bearish than I have been, and I think we are definitely headed towards recession in 2001 - perhaps a moderate recession or worse. In any case, I think looking back, we will look at 2000-2001 as the biggest bear market since the early 1970s. I believe we are barely at the beginning of that 'bear' for the S&P 500 while we are about 1/2 to 2/3 into it for the Nasdaq Composite. I retract my prediction that the FED will cut rates by 1/2 point on December 19. I have gone to the opposite extreme - the FED will, most likely, go to a neutral bias, but may not actually cut rates until the March meeting. Not that what the FED does makes much difference to equity prices in the next three to six months - the economy is slowing much to quickly for them to impact profits for quite some time. My guess is the single individual statistic that will cause equities to drop quickly again will be the U.S. personal consumption numbers that will be released in December and January. Unfortunately, I think the world economy (led by the U.S.) is headed for very serious trouble. Equities, having been sold today, after the U.S. election was decided, is very bad, in my opinion. 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