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

To: High-Tech East who wrote (51639)	9/16/2002 2:36:09 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 64865

... you may be right Lizzie, but I am a believer in a coming double-dip in the economy, a declining dollar, higher unemployment, a significant slowing in consumer spending and a burst of the credit bubble - all in the US ... I hope you are correct, but I am still betting against recovery at this point. I guess I don't see any double dip... but a more accurate statement would be that we are in one big dip as far as technology is concerned. Since I live in SV I have a myopic view of the world. Even another dip won't change the technology picture to the downside, imo... although a recovery might affect things to the upside. The problem with the stock market in a consolidation period like this is, the indices represent all the excess getting marginalized... therefore indexes go down but individual strong stocks go up. I've never seen this type of phenomenon before so maybe its obvious to others but for me its been enlightening. My feeling is that even if another dip comes, from a tech stock perspective the only good shorts are those companies losing market share. Orcl,dell,psft etc have seen their lows, imo. Sunw is borderline because he is gaining share apparently, I will buy sunw when the stock stabilizes I suppose. L