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

To: High-Tech East who wrote (46753)	12/31/2001 7:52:24 PM
From: Charles Tutt	Respond to of 64865

The most obvious thing is that their bearish assessment is already priced in. The next most obvious thing is that long term holders are still way ahead, despite a brutal year. The third most obvious thing is that competition is nothing new to Sun. Ask yourself: If the prospects for Sun's market area are so bad, why do Microsoft, Dell, IBM, HWP, and CPQ so desperately want a piece of it? JMHO, as usual. Happy New Year! Charles Tutt (TM)

To: High-Tech East who wrote (46753)	1/1/2002 3:22:46 AM
From: Nolan S. Toone	Read Replies (1) \| Respond to of 64865

A few points as I see them (be careful, I just got back from New Years celebration). Why is competition any more fearce now than back 10 years ago when Dec, IBM, HP... seemed much stronger than they do now and Sun still thrived? Sun's big revenue has been from large companies and they are not going away. If they do then there will be another to take their place and sun will be selling to them. This whole thing sounds like Twit's ravings so I quit after about half way through. And the biggest point.... It was dated Jan. 7, 2002. 7 days in the future??? :->