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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (13690)	8/28/2002 9:39:18 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 57684

re: nwre I'm going to flip the calls and put it in stock asap. Tomorrow is the sun mid qtr call. Another dinosaur, but when I looked today I was shocked to see that sunw's mkt cap has fallen to 12 billion. If I had to choose between hwq and sunw as a buy now, sun would win hands down. There is still a place in the landscape for a sun server, Dell isn't taking that. I don't expect any good news but maybe something not terrible might be received well. Oracle was upgraded today btw, their numbers will be good Sept. Zeev went bullish today for st, he's my favorite timer.