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

To: Charles Tutt who wrote (47025)	1/29/2002 6:29:28 AM
From: Steve Lee	Respond to of 64865

Some more details on Orange's position: news.bbc.co.uk The revenue growth was for the whole year and is not indicative of a latest Q recovery. Some of the growth was at the expense of other providers. Orange is the leader by far. It has a critical mass now. When people decide which provider to use, they often pick the provider that most of their contacts use. This minimises call costs as same network calls are much cheaper than calls between networks. People choose Orange cos more other people are on Orange. I don't see a way the other providers can fight this. 46 Million people in the UK had mobile phones as of October 2001. There are approx 60 million men women and children in the UK. Orange's revenue per customer declined from the previous year.

To: Charles Tutt who wrote (47025)	1/29/2002 8:46:01 AM
From: techtonicbull	Respond to of 64865

Don't kid yourself, it will be a long road back for Sun however, these are the times when news is poor, economy sucks, Sun is the stock to "sell" according to the talking heads on CNBC, print media reports that its the time to sell SUN etc. My opinion, I have seen it happen so many times before, this is really 1) the bottom. 2) one of the greatest opportunities to buy a great co. on the cheap.

To: Charles Tutt who wrote (47025)	1/29/2002 9:44:04 AM
From: Just_Observing	Read Replies (1) \| Respond to of 64865

A couple of bits of positive news: TXN (Texas Instruments) reports improving conditions which should be a positive for Sunw according to Pacific Crest Securities. PCS recommends buying Sunw. Sunw features on Zacks Brokerage Firm Buy List Zacks Brokerage Firm Buy List: American International Group (NYSE: AIG), Applied Materials (Nasdaq: AMAT), Federal National Mortgage Association (NYSE: FNM), and Sun Microsystems (Nasdaq: SUNW) 01-29-02 06:00 AM EST news.morningstar.com