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

To: QwikSand who wrote (40169)	1/6/2001 4:37:26 PM
From: High-Tech East	Read Replies (1) \| Respond to of 64865

... well said QS ... Ken

To: QwikSand who wrote (40169)	1/8/2001 11:33:33 AM
From: cfimx	Read Replies (3) \| Respond to of 64865

u guys won't get it for months but this is bad, man, for scottie and his gang of merry pranksters. news.moneycentral.msn.com

To: QwikSand who wrote (40169)	1/8/2001 6:24:59 PM
From: JC Jaros	Read Replies (2) \| Respond to of 64865

I'm not seeing the train wreck. I understand what your saying and doing. It's all quite consistant with the continuous upside surprise SUNW has been for you and with your broad interest in investment vehicles apart from equities. To put it in a single sentence, you've traded in the Viper for a Volvo. I didn't mean to imply that you were scared out of SUNW. Addi wasn't either. He just figured that dispite SUNW cranking up the EPS, valuation wouldn't expand because of something to do with investor 'perceptions' and therefore he had plenty of time to go make money where the momentum was then before timing back into SUNW right before perceptions changed. You're not trying to time anything apart from a prudent repositioning of your portfolio into what you see as uncertain times. Still, I don't see the bleak future. I don't see a recession. I don't see a 'tech bubble' collapsed or otherwise which SUNW is a part of. Sun isn't closing plants. Sun is OPENING plants; opening entire campuses. PCs have saturated. Amazon shareholders finally got a clue. VCs stopped inanely funding silly business models. Investors are heading for the appropriate exits, waiting for the 'all clear', sidelining money or parking in the DOW and a few Advanced Placement students like you are diversifying into bonds, Sacagawea dollars and potted meats. If there was a bubble bursting on the NASDAQ, wouldn't that be a good thing for SUNW and the other leaders with actual sound balance sheets and forward stories chasing the same investment capital that is in the market? If there is say, a gazillion dollars spread amongst the various US equities, and dollars begin to redistribute themselves away from crap and saturated markets and more toward quality, wouldn't that spell good things for SUNW? You seem to assume that folks are going to all keep their market money in a mattress, that folks are going to stay away from 'tech stocks' because MS and Intel and Dell (and the Zapata fish oil corp.com) aren't what they used to be. Surely, there's more to the menu. Yeah, I'm looking for the trillion dollar market cap. Pulling up alongside the Stanford stablemate, CSCO would seem like an arrival. SUNW will likely pass IBM this year (permanently). The market climbs a wall of worry. SUNW just climbs. -JCJ