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Technology Stocks : EMC How high can it go? -- Ignore unavailable to you. Want to Upgrade?

To: Jerome who wrote (13850)	2/18/2002 12:58:24 PM
From: techtonicbull	Respond to of 17183

Well Jerome Sun Microsystems makes sense to be on the list at these prices ($8.90) since they have a great deal to bring to the replacement market in their USIII architecture and they also make a good point with regard to TCO. The problem is that they maintain such a high head count of quality employees which undoubtedly get paid quite a bit of money. All this with a capital spending drought going on. They have decided on strategies to go beyond the dot.com era, or at least target the dot.coms within companies where it is meaningful to expect enterprise network usage. Many of Sun's other projects have never quite made it to market like Scott McNealy's magic Java ring and embedded java in appliances. Where is that? Sun needs to buy back a ton of their own shares because they are a real good buy right now. 5 Star Rating, Whew! I hope so. Sun Micro will be one of the companies that will be around 5 years from now.