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

To: marvin litman who wrote (7950)	3/1/1998 3:18:00 PM
From: space cadet	Read Replies (1) \| Respond to of 64865

Sorry to steer the conversation back to sunw. But first I will say, though I missed getting into Dell in the winter when it was weak and cheap, that Dell is obviously a better stock to own than sunw. I don't think anyone would deny that. Of course, dell is a much bigger company than sunw, almost 3 times bigger, so the question is how much more room does dell have to expand versus sunw. But for the next 2 or 3 years at least dell does look like a much better bet. Actually since sunw hasn't kept up with the broad advance of the hi-tech group over the last year, a decent number of companies have now passed it in terms of market capitalization. Anyway, I think that sunw is looking a little weak right here. It got upgraded by I think 2 firms and couldn't manage to hold its gains, not an encouraging sign. It looks like sunw can't overcome 50. I think it will require some good news to get over that hump, like an earnings surprise, or some big announcement. When so many other stocks are in a bullish posture (see the chart of Dell again) why bother messing with sunw. I should admit I've done great with sunw since I bought it a few months ago. I've already doubled my money on it. Sunw was the first stock I bought which reversed my horrible losing streak from the fall. But I think I've milked all I can out of sunw and it needs a rest for a while. I don't think it will collapse just go sideways for a while. Until sunw either decides to compete with NT or figures out a way to make money on java it's probably not going to set any records.

To: marvin litman who wrote (7950)	3/1/1998 4:50:00 PM
From: Shi	Respond to of 64865

Dell is a great stock. But Warren Buffett didn't become a legend by investing in Dell. My point is there is a million ways to invest successfully, investing in Dell is only one of them. I certainly congratulate Byron for making a lot of money out of this one stock. But I don't regret myself not jumping in the Dell wagon, because for every stock no matter how high-flying there is a certain kind of risk. I may not be comfortable with one kind of risk but are more comfortable with the other. The best stock for me as an individual would be those that have great growth but also have the certain kind of risk that I can manage. That is why even though Dell is so great, nobody is foolish enough to put all his worth in it. Is Dell a greater stock than SUNW? Yes to some people, no to others who would have gone sleepless over Dell. The most successful investors may be those who make a lot of money and are happy with it. Byron and Addi can both qualify. And Warren Buffett too, even though he never put a finger on those hot stocks, such as Dell, AOL, Amzn, not even M$FT. Shi

To: marvin litman who wrote (7950)	3/1/1998 5:41:00 PM
From: uu	Read Replies (2) \| Respond to of 64865

Hi Marvin: > I do sense a touch a of envy in ADDI'S response to you. Oh, but of course! I do admit that I am envious of people who invested in DELL 4 years ago, or 3 years ago, (or heck even 3 weeks ago before DELL's last earnings came out)! If I had put everything I had put in SUNW, MSFT, LSI, ASND, COMS, ASPX, SPNSF,....etc. and instead had put it all in DELL 5-6 years ago (and had not bought anything else) I would be worth at least $10-$15 million and would have been retired now and living in a beach front property in Tahiti! But as is said usually: oh well...! However I still have 4 more years to become 40 years old and I am still going to bet on SUNW, LSI, MSFT, and... to make my retirement happen (and if not in Tahiti, at least perhaps in Los Altos Hills in Silicon Valley)! Meanwhile I have to go to work everyday and follow an investment strategy which has a sound characteristic to me (and perhaps and not neccessarily to anyone else!) Regards, Addi Jamshidi