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

To: cheryl williamson who wrote (42292)	3/23/2001 3:45:27 PM
From: uu	Read Replies (1) \| Respond to of 64865

Hi Cheryl: > I don't see anything standing in the way of a $500b market cap except some negative market psychology like yours. Negative market psychology or perhaps a bit of reality check -- whatever we want to call it I sincerely hope you are right. But A market cap of $500B? I do not believe any company - not even the mighty GE or for that matter anything - deserves to have a market cap of $500B (that is half a trillion dollars)! But anyway, again I sincerely hope you are right. Regards,

To: cheryl williamson who wrote (42292)	3/23/2001 4:35:24 PM
From: chic_hearne	Read Replies (3) \| Respond to of 64865

I don't see anything standing in the way of a $500b market cap except some negative market psychology like yours. cheryl the mania is over. You can forget about Sun EVER having a 1/2 Trillion market cap. This isn't last summer. By the way, do you still really believe the USIII hasn't been delayed? I read that the E10K replacement isn't due until September. Mark my words, we won't see it in 2001. I'm stunned at your denial. The stock that you are married to has imploded to the tune of about 70% and you're even more bullish now. You'd think somewhere in that long streak of new 52-week lows over the last year you would've opened your mind to some of the other opinions discussed on this thread. Instead, you're as arrogant as ever and quick to mock me or anyone else that disagrees with you. I think you've mistaked the 1990's bull market for brains.

To: cheryl williamson who wrote (42292)	3/23/2001 7:35:06 PM
From: Tom C	Read Replies (1) \| Respond to of 64865

Since you seem to like use television as an analogy, look at it this way: in the 50's the public had to be sold on the idea of going out & spending big bucks for a TV. It was crude & primitive, but the product sold like crazy because of the content (software). Lots of ideas for content were tried. Some formulas succeeded, some formulas failed. The REAL money, however wasn't made until TV lost its status as a novelty and became a commodity that just about every family in the US had to have, like a telephone. I'm a little confused by your argument. You say that the TV box makers originally had a high margin product but the real money was made when the boxes (I read computers, servers etc.) became commodities. Software is pretty much a commodity now. I agree that the content providers made out big time. Why is that analogy good for SUNW? Sun is a box maker not a content provider. Do you even remember the US companies that made TVs? Are there any TVs made in the US anymore? I’m not saying SUNW is a bad company or that their server are not worth the price but a as a kid I remember saying the Philco was well worth the price. Tom