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

To: Charles Tutt who wrote (5161)	10/27/1997 6:07:00 PM
From: uu	Respond to of 64865

The last time I had so much fun (!!!) was about 10 years ago on 10/19/87. The difference is now I have 5 times more than what I had then invested in the market so the fun was much greater today!! Anyway, I only wished I had the extra cash to buy more of the following in the order of: SUNW, IBM, LSI, HWP, and many more of the premium high techs being beaten down unjustifiably! Idiotic sell offs to not happen that often, but when they do happen, it would be really interesting (for me anyway) to see the faces of those idiots selling into the illogical sell offs! The best deals of the 20th centruy are at hand right now, in my opinion of course. If you have the available extra cash, and if you believe in a global economy whose growth and productivity will be dependent on the advancement of technology, buy the stocks of premium US tech. companies (SUNW, IBM, LSI, HWP, etc.). True idiots are hard to find these days, but when they come into the radar screen, they only stay there for a very short period of time! Take advantage of them while they are in the radar screen because soon they will disappear! Take advantage of market's fears in order to gain from its greed later! Regards, Addi Jamshidi

To: Charles Tutt who wrote (5161)	10/27/1997 6:07:00 PM
From: james	Read Replies (1) \| Respond to of 64865

watch out for amat!!! I am no pro. sunw >8%. ooooooooo-ch amat is the only one i am awared of that didn't break through its net. big hooks came in at the end for this one, saving the day. I doubt that most biggies in nms will go anywhere soon. 50 points from now on is a wash. 10% in my holding made it a pretty memorable day!

To: Charles Tutt who wrote (5161)	10/27/1997 6:15:00 PM
From: cheryl williamson	Read Replies (1) \| Respond to of 64865

Charles, So far, it looks like a correction to me... no bears. I still see it as part of a trading range between 7200 & 8300 that's been going on since August. I can't say I know what is going on in the Far East. Maybe the market rumble was planned to preceed the Chinese Premiere's US visit...just to let us know how important their markets are to us. I also think that lots of traders like to have excuses to sell & take profits. Who knows if a blown bhat or a Hong Kong market crash is going to mean slower growth for US corporations? If so, how much of a slowdown?? SUNW has already paid for it with their earnings report last quarter & they didn't suffer that much. If the Far East slows down do we know that another part of the globe won't pick up the slack?? What about Europe or Latin America?? To me, the fundamentals in the country still look awfully good: lowered gov't deficits, low inflation, cpi & ppi steady as she goes, increased worker productivity, stable employment rate & companies like SUNW still cranking out innovative products and services at competitive costs while running at full capacity. I wouldn't invest in AAPL or SGI right now, but I see the semi-conductor sector as oversold. Intel & Applied Materials & KLA-Tencor all have manufacturing or parts suppliers in the Pacific Rim. They should benefit from the lowered wage rates over there if there is a recession. Perhaps Hong Kong is experiencing "growing pains". They have too much emphasis on real estate in their stock market. It may be like Japan in 1989 over there now with unbelievably expensive property holding up the value of their markets. I never trust real estate to hold up an economy. cheers, cherylw