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

To: John Koligman who wrote (42271)	3/22/2001 3:54:46 PM
From: Charles Tutt	Respond to of 64865

Right. Although I did expect quite a bit of choppiness the next couple of weeks because of (1) warning season, (2) quarter end window dressing, and (3) sales to pay taxes. I'm pretty much a perennial optimist; I think the worst is nearly priced in. That doesn't mean things won't go lower, but I suspect we may start to see some better news fairly soon. With JIT becoming pervasive, working off inventories shouldn't be as severe a problem as in the past. Fuel prices seem to be dropping, which should help, too. And I think there's plenty of cash and buying capacity, with margin debt significantly lower than it was. Problems I see include meat prices if livestock problems aren't resolved quickly and the general perceptions problem. Once some of the fear and uncertainty are allayed, we could have a pretty good rally. People still need servers. All JMHO. Charles Tutt (TM)