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

To: Haim R. Branisteanu who wrote (40723)	1/22/2001 11:04:16 AM
From: harmonaronson	Read Replies (1) \| Respond to of 64865

I bought SUNW several years ago for a very simple reason: As the number of devices connected to the internet increases, the number of servers must also increase and SUNW is the dominant supplier of internet servers. (Andy Grove once gave the ratio - I believe that it is 10:1 but I could be mistaken) By all accounts, the growth in the number of devices attached to the internet shows no signs of slowing down - new users, handheld devices, mobile phones, etc. I don't care what the analysts say concerning the short term performance of the stock. I don't care if Scott buys more stock or not. As long as the fundamentals remain the same, I am holding my shares of SUNW, which currently represents a significant part of my portfolio. Sometimes you have to look at the big picture and not get faked out by the day to day price movements. Harmon

To: Haim R. Branisteanu who wrote (40723)	1/22/2001 12:22:16 PM
From: Lynn	Read Replies (1) \| Respond to of 64865

Dear Haim: You hold Bill Gates as a model for Scott et al to emulate?!? Looking at the URL you provide for Scott, I see options related selling, a measly 229,856 shares. Back on February 8, 2000 he did sell 18,000 shares--still leaving Scott with _millions_ of SUNW shares. Scott has no filings on the books to sell any SUNW, something that would show up as, "Proposed sale," if he did: biz.yahoo.com Now checking your URL for Bill, I see shares _unattached_ to options being sold: 2, 3, 3, 2, 1, 4.8 (and on) million shares at a time, more that 15,800,000 shares, actually close to 20,000,000 shares sold that were _not_ exercised options : biz.yahoo.com To say, "Lehman sells every time he can as is Joy and others," is both misleading and incorrect. Exercising options is different than selling shares [what Bill Gates is doing in the above URL]. Yes, Lehman has exercised options, but I have no idea how many he ultimately has. Do you? Why shouldn't he exercise them? Joy? I hardly call exercising some of his options a total of two times in the past year, "every time he can." Michael Dell? Haim, you praise him for buying shares of DELL and hold him up as a model for Scott. Michael is _not_ buying shares at market prices, he has recently been exercising his options, picking up shares for prices ranging between $0.98 to $16.67. BUT and I do mean BUT, the total number he has acquired via options is just about the same number that he sold earlier in the year (around 15,000,000 shares), not sold as an aspect of exercised options, but via pure sales of stock. Again, using the URL you provided: biz.yahoo.com If Scott bothers to reply to your e-mail I shall crown Scott, "The Most Patient CEO of 2001." Lynn