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

To: techtonicbull who wrote (44311)	7/31/2001 10:54:20 AM
From: Charles Tutt	Read Replies (1) \| Respond to of 64865

Digital was bought for billions by Compaq, which seems to be dismantling and dissipating it. SGI is down but not totally out. I have no doubt Sun will survive and more. Lucent and JDSU are also down but not out. FWIW, I own shares in both SGI and LU, both bought recently. JMHO. Charles Tutt (TM)

To: techtonicbull who wrote (44311)	7/31/2001 12:24:18 PM
From: Cautious_Optimist	Read Replies (2) \| Respond to of 64865

Sun was overvalued as a web play in the bubble days and now it is down with the secular bear. With some (a) good product news (Sun invests in a rich product pipeline), (b) a rebound in corporate IT investment, and (c) an end to this bear market, SUNW will again outperform it's sector. The only thing that might change my mind is if they go on a binge of expensive non-accretive aquisitions, which I doubt. The questions is, will the bear/tech recession last another week, quarter year or worse?