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

To: cfimx who wrote (54540)	6/9/2003 11:19:21 PM
From: Elroy	Read Replies (1) \| Respond to of 64865

i think gs is fishing for investment banking business....some things never change I think she began to feel silly having a sell rating on SUNW as it moved from $3.50 to $5.50, was worried the amazing tech rally of the past 2 months might go on for another 12 months and carry SUNW with it, and let SUNW's recent share price movement rather than fundamentals dictate her analysis. No special reason why I think that other than I don't see any change in Sun's business or customers in the past few months to cause a change in the outlook for SUNW from what it was in January. Personally I think buying SUN in the current quarter is dangerous because the current Q may be up from March because its fiscal year end, but if they then say September will be down (like last year) the shares may tank (like last year). Long term I can't see much of any reason to buy Sun other that a play on a turnaround in IT spending and the economy. Definitely not a long term buy and hold. Elroy