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

To: John Carragher who wrote (41295)	2/17/2001 6:13:39 PM
From: techtonicbull	Respond to of 64865

Yes Killer Aps that's what's needed. SUNW has tried with some lame refrigerator thattells you when your milk is sour. Is that really needed? What about rentable software of an Office Suite? Now that's needed. I am afraid that there is no compelling reason to upgrade at the low end. Broadband is too unreliable and not as prevelantly in use as of yet.

To: John Carragher who wrote (41295)	2/18/2001 10:08:15 AM
From: michael97123	Respond to of 64865

The Consumer always has reasons not to buy at time like these. Business is responsible to whet that appetite with both price cuts on existing products and new technology and innovation. Intel's capex increase is such a bet. I am a salesman of high tech solutions in the financial services industry. Nobody wants to be left behind the leaders and this current freeze on spending by necessity will end soon. As AG cuts rates, the budgets will open up and decisions made on the corporate side. If you want the consumer to buy you must cut prices on existing product but to get back old margins you must improve your offering. Consumer depression will end as housing becomes more affordable thru lower rates and this will appear in other products(cars) as well. We are a few months away from that pickup in business and the rally, albeit stealth like in nature, will begin on first confirmation of this trend in the spring. Chips have largely bottomed already. Next will be the cisco bottom, probably a few points from now. Then sun, jdsu, nt etc will start moving back up slowly. By the summer we should OK. But all of this assumes much lower rates and an intermeeting rate cut in a week or so. And i would want at least 3/4% cut here, maybe even 1 point to make the point to the US and the world that the Fed hears ya. Mike