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

To: uu who wrote (6689)	1/12/1998 5:14:00 PM
From: Alexander Hardin	Respond to of 64865

Well, I guess we'll see later this week. If the concencus estimate holds up I would place SUNW fair value at 54 which means there is quite a bit of upside in the stock.

To: uu who wrote (6689)	1/12/1998 5:36:00 PM
From: Alok Sinha	Read Replies (1) \| Respond to of 64865

Maybe I should buy some 40 puts, to hedge aganist any nasty surprise (although based on the high recent visibility and upbeat mood of the senior management folks, I think it is highly unlikely)- should be pretty cheap tomorrow if we get a pop from the Darwin news conference. Regards Alok

To: uu who wrote (6689)	1/12/1998 7:54:00 PM
From: E_K_S	Read Replies (2) \| Respond to of 64865

Hi Addi - Did you notice the strength in Europe with MOT earnings. I believe that both Europe and US domestic sales for SUN will be strong. Asia will only show single digit growth. If Intel shows strong European sales as well, I think we can be assured that SUN will come in as expected too. Just my humble opinion but this is the way I see it shapping up. EKS