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

To: cheryl williamson who wrote (40633)	1/19/2001 4:20:42 PM
From: Charles Tutt	Respond to of 64865

LOL! Wonderful post. Charles Tutt (TM)

To: cheryl williamson who wrote (40633)	1/19/2001 4:21:51 PM
From: JDN	Read Replies (2) \| Respond to of 64865

Dear Cheryl: Have you ever TRIED to walk and chew gum at the same time? Its not very easy you know. Why, I bet Twister worked at it a long time to master the art. (gg) Cheryl you are right on in you analysis, the problem is the ANALysts control the direction of the stock. My advice is keep your powder dry and buy on dips. SUNW will be back that I am SURE OF. Now the question is where does THIS dip end? My previous base estimate which proved to be true was 25, I dont think we will hit that again barring a market problem which I do NOT think is coming but we MIGHT get a chance to pick some up about $27 if we are lucky. Personally, I think the BUSH thing is going to jump start the market within 60 days. He is going to put a tax package up and a lot of people are talking retroactive and capital gains tax cuts and I mean people on BOTH SIDES of the aisle. this COULD excite people and bring GENERAL market conditions up which will ultimately benefit fine companies like SUNW. I would be a buyer this time at 27. JDN

To: cheryl williamson who wrote (40633)	1/19/2001 4:44:11 PM
From: David Howe	Read Replies (1) \| Respond to of 64865

Cheryl, << MSFT - Windows/NT etal. is a dead issue in the corporate mkts. >> You're as blind to the facts regarding MSFT as you were to the overvaluation of SUNW at $65. JMHO Dave

To: cheryl williamson who wrote (40633)	1/19/2001 6:18:03 PM
From: craig crawford	Read Replies (1) \| Respond to of 64865

I can't wait to hear what the analysts will have to say about CSCO! They are definitely going to have to lower numbers over there, but perhaps Chambers is a little smarter about managing expectations. CSCO is in the same boat as SUNW. Tough 60% growth comparisons coming up and a capex slowdown. Plus competition from the likes of JNPR and others. After I sold my Jan 40's this morning on CSCO I should have shorted that pig. CSCO = SUNW jr.

To: cheryl williamson who wrote (40633)	1/19/2001 9:39:21 PM
From: Michael F. Donadio	Read Replies (1) \| Respond to of 64865

< 'I smell collusion' > Cheryl, I find your analysis is first rate and I am in total agreement with you. It is uncanny how similar our perspectives are -- including "I smell collusion". I was thinking I was just becoming paranoid, which is not hard in this market environment where the significance of technology is a dead last to interest rates and stock manipulation. Do you have any further comments on the nature of the collusion you were thinking of? I listened to Sunw's presentation on the significance of the Cobalt acquisition which took place on Wednesday, and it become very clear to me that the days of low end servers by Dell or Compaq seem to be numbered, along with, HP, IBM and MSFT as dominant players in this field -- at least if one is to believe Ed Zander, which I personally do. I hope others who have not listened to it do so: sun.com Having Dell, Compaq, Hwp, IBM and MSFT against you, and the 'analysts' who are in bed with them, might constitute a collusion. Time for my medication. All the best, Michael