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

To: William T. Katz who wrote (7383)	1/28/1998 4:47:00 PM
From: Pierre Aydin	Respond to of 64865

All of your concerns have been mentioned by analyts, investors, companies, you name it and SUN still able to prove them wrong and will prove them wrong again. Good luck on your short position:) Pierre

To: William T. Katz who wrote (7383)	1/28/1998 4:49:00 PM
From: uu	Read Replies (1) \| Respond to of 64865

Bill: You state: > I shorted Sun today at $49 [small position].Plan to put in stop limit > at $53... Thoughts? All I can say to you is good luck and I do really mean that!! First, all your concerns with SUNW are nothing new and they have been the same concerns people have had for the past 3-4 years (that I can remembe).. And yet none has ever been a realistic and/or rational item to be concerned! SUNW based on its current business model and future prospects is very much undervalued. If you see a move up to the $48/shr range it is purely based on fundamentals and the upward move has not yet even started! Now add to this, a panic short covering that should take place any day now, and you have a stock that is going to break its 52 week all time high very shortly. Why? Look at the short interest for SUNW as of end of last month (see viwes.com. The short interest had doubled its usual in the anticipation of a possible horrible earnings report and/or South East Asian situation! Well, its been a little over a week from the earnings and soon as con-artists (i.e analysts) upgrading the stock for their final 10-20% push in the very short term, the shorters will come to a panic adding fuel to the fire! Just be careful not to be burned too much in this fire! As always just my humble opinion. Regards, Addi Jamshidi

To: William T. Katz who wrote (7383)	1/28/1998 5:01:00 PM
From: Shi	Respond to of 64865

Bill, I share some of your thoughts. I sold some position too. But I only consider it a short-term strategy. In the short-term, Asia doesn't look good (Europe will probably not be good enough to compensate this); Clinton doesn't look good; Sunw is near its all time high; Every analyst and his mom like sunw (I consider it bad). But my long-term view differs from yours. I agree NT will eat a lot of the UNIX market. But I think (1) SUNW will be the sole UNIX heavyweight just like MSFT in PC; (2) SUNW will be smart enough (and have the technology) not to bank its future on UNIX entirely; in other words, Java will be big, NC will be big. The money from these two does not come easily as people expected. But when just as when PC is popular, so is MSFT, sunw will do well if java and nc are big. and I think they will be big, despite a lot of suspicion today. Think of ATM machine, how indispensible they are; a few years from now, NC will be the same too. I can't imagine we will live in a world with one platform of computer and one operating system. This hasn't happened to the auto industry, the telephone industry, the aero industry, the fast food industry, I don't think it will happen to the computer industry. Then SUNW will be the archrival coexisting with MSFT. So take your profit when SUNW goes back to low 40's, don't be too greedy and miss the train. That's my two cents. Shi