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

To: techtonicbull who wrote (39217)	12/14/2000 12:04:34 PM
From: Charles Tutt	Read Replies (1) \| Respond to of 64865

I think they've also been able to hire a fair number of the "best and brightest" during the past few years as a result of their reputation, and that will help them going forward. JMHO. Charles Tutt (TM)

To: techtonicbull who wrote (39217)	12/14/2000 11:24:55 PM
From: MIKE REDDERT	Read Replies (1) \| Respond to of 64865

If you overlay a chart of CSCO for a little over a year, you can see that SUNW performed pretty much in lockstep until this spring. Thereafter, Sun astounded the street with it's performance and the shr price disconnected from CSCO, to the upside. In the past couple of weeks, Sun has merely stepped back in sync... and overshot a bit in the hysteria. With warnings from many of the biggies on the hardware side, it came as no surprise that analysts would start hyperventilating over Sun at some point, and a reasonable reaction would be to sell it down to a one on one correlation with the Nasdaq's defacto bellweather. Right now, it's slightly south of that bellweather, so the market is assuming that not only will Sun not have outstanding performance in excess of CSCO, but also that Sun can't maintain the stability of CSCO. I don't know for sure, but I doubt that this is true. If Sun goes hell, Cisco will go right with it, and both for the same reasons... that being that Greenspan is stomping on the brakes too hard. JMO Mike