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

To: High-Tech East who wrote (50709)	7/25/2002 5:29:01 PM
From: High-Tech East	Read Replies (1) \| Respond to of 64865

Message 17795556

To: High-Tech East who wrote (50709)	7/25/2002 5:44:04 PM
From: Charles Tutt	Respond to of 64865

The whole market was down. SUNW wasn't the worst by a long shot. Commentators are attributing it to fear for the chip sector. That seems a little silly to me, given that only a few days ago the book-to-bill looked pretty good. BWDIK? SUNW hit Schwab's "magic number" of $3.50 briefly today. At that point their margin agreements (at least the one I have with them -- I'd be surprised if they don't have preferential treatment for their better customers) makes it unmarginable. I wonder whether that had anything to do with the sharp change in its price direction when it hit? Edit: That sort of implies that there won't be many SUNW inspired margin calls coming out of Schwab if it drops much more (if there are even now -- I don't know). JMHO. Charles Tutt (SM)

To: High-Tech East who wrote (50709)	7/26/2002 6:11:12 AM
From: JDN	Respond to of 64865

Dear Ken: That MAY be the reason but if so its a DAMN FOOL REASON IMHO. The general consensus of opinion is that in difficult times its best to go for market share and a minor degrading of margin as that author suggests seems unimportant to me for reasons you experts OUGHT to know. I THINK you all do know why its important to maintain and increase MARKET SHARE in the SERVER market, if you dont, I could advise you for a FEE. (gg) Hey, you charge a fee now for advice--RIGHT? JDN