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

To: Charles Tutt who wrote (42858)	4/9/2001 5:54:04 PM
From: David Howe	Respond to of 64865

<< And I'm sure it wouldn't be the first time I've been considered one. >> Charles, Nobody considers you as such, but, you are stubborn. I'm not saying that SUNW isn't a buy at these levels (I believe that has more to do with the economy and the market then it does with the issues we're discussing here). Meanwhile, you really should rethink your fundamental analysis of MSFT vs. SUNW. The reasons MSFT has held up recently are exactly the ones we've discussed and the reason SUNW has plummeted are exactly the ones we've discussed. It's all played out approximately as the MSFT bulls predicted, only the depth of the market's downside has surprised us. The fundamental events recently for each company have NOT been surprising. IMO, Dave