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

To: Paul Reuben who wrote (39188)	12/13/2000 10:09:12 PM
From: techtonicbull	Read Replies (1) \| Respond to of 64865

SUNW really is doing very well. I think the maelstrom of the last few weeks has caused SUNW's stock price to drop more than it should have. Usually it is my experience that the pendulum swings too far in both directions. This time it has swung way too far to the downside. I think that clearer heads will prevail and the stock will move upwards. I am cautious that this move might take some time and be fed by the results of this current quarter. Certainly ORCL's results, if positive will make SUNW's stock price go up. Good luck in your long position in SUNW.

To: Paul Reuben who wrote (39188)	12/14/2000 7:51:21 AM
From: High-Tech East	Respond to of 64865

<<International Data Corporation said Wednesday that worldwide server revenues grew 12 percent to $15.4 billion in the September quarter, and server shipments were up 21 percent over the same time last year.>> Paul, unfortunately all of that data is from the quarter ended September 30 ... and we know that SUNW had a fabulous quarter for that period. Our concerns here are on this quarter (ending December 31) and next quarter (ending March 31), at least in the short run. Because conditions have significantly slumped since October 1 ... while numbers for last quarter are already reflected in the present stock price. Ken Wilson cbs.marketwatch.com